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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 | $36,448 | $85,847-57.5% | $58,748-38.0% | $85,847-57.5% |
| Participation rate | 69.0% | 69.3%-0.4pp | 61.9%+7.1pp | 69.3%-0.4pp |
| Annual return | 17.64% | 318.61%-301.0pp | 141.32%-123.7pp | 318.61%-301.0pp |
| Employer contribution / active EE | $2,556 | $2,565-0.4% | $3,543-27.9% | $2,565-0.4% |
| Participant deferral / active EE | $3,150 | $3,952-20.3% | $4,104-23.2% | $3,952-20.3% |
| Admin fee / account holder | $0 | $6,261-100.0% | $854-100.0% | $6,261-100.0% |