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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 | $68,191 | $101,069-32.5% | $81,478-16.3% | $147,585-53.8% |
| Participation rate | 56.5% | 74.5%-17.9pp | 68.0%-11.4pp | 82.8%-26.3pp |
| Annual return | 20.80% | 32.40%-11.6pp | 38.78%-18.0pp | 578.57%-557.8pp |
| Employer contribution / active EE | $1,186 | $3,205-63.0% | $2,568-53.8% | $4,876-75.7% |
| Participant deferral / active EE | $3,443 | $4,242-18.8% | $3,537-2.6% | $5,439-36.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |