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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 | $67,300 | $124,980-46.2% | $108,359-37.9% | $154,746-56.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 16.85% | 45.00%-28.2pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,245 | $2,851-56.3% | $2,399-48.1% | $4,379-71.6% |
| Participant deferral / active EE | $4,708 | $4,743-0.7% | $4,137+13.8% | $6,730-30.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |