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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 | $91,431 | $113,338-19.3% | $94,993-3.8% | $147,586-38.0% |
| Participation rate | 28.6% | 78.0%-49.4pp | 73.9%-45.3pp | 82.8%-54.3pp |
| Annual return | 16.26% | 20.80%-4.5pp | 27.14%-10.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,015 | $3,160-67.9% | $2,603-61.0% | $4,876-79.2% |
| Participant deferral / active EE | $4,093 | $3,777+8.4% | $3,317+23.4% | $5,439-24.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |