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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 | $46,170 | $227,597-79.7% | $189,575-75.6% | $167,536-72.4% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 16.13% | 78.44%-62.3pp | 64.19%-48.1pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,941 | $5,316-63.5% | $4,412-56.0% | $4,839-59.9% |
| Participant deferral / active EE | $6,999 | $7,002-0.1% | $6,174+13.4% | $6,342+10.3% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |