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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 | $39,208 | $165,399-76.3% | $149,745-73.8% | $158,982-75.3% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 23.96% | 348.34%-324.4pp | 276.72%-252.8pp | 302.99%-279.0pp |
| Employer contribution / active EE | $1,647 | $5,105-67.7% | $4,646-64.6% | $4,763-65.4% |
| Participant deferral / active EE | $4,218 | $7,183-41.3% | $6,843-38.4% | $5,983-29.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |