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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,454 | $165,399-46.5% | $149,745-40.9% | $158,982-44.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 11.14% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $1,528 | $5,105-70.1% | $4,646-67.1% | $4,763-67.9% |
| Participant deferral / active EE | $4,865 | $7,183-32.3% | $6,843-28.9% | $5,983-18.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |