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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 | $53,261 | $157,296-66.1% | $141,191-62.3% | $152,897-65.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.53% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,337 | $5,262-74.6% | $4,736-71.8% | $4,764-71.9% |
| Participant deferral / active EE | $3,867 | $7,111-45.6% | $6,710-42.4% | $5,851-33.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |