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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 | $110,241 | $183,592-40.0% | $155,574-29.1% | $145,877-24.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.04% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,897 | $5,317-64.3% | $4,676-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $9,857 | $6,466+52.4% | $5,629+75.1% | $6,691+47.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |