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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 | $139,930 | $162,781-14.0% | $133,956+4.5% | $158,931-12.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 15.61% | 41.94%-26.3pp | 45.09%-29.5pp | 302.86%-287.3pp |
| Employer contribution / active EE | $1,375 | $4,975-72.4% | $3,919-64.9% | $4,761-71.1% |
| Participant deferral / active EE | $3,646 | $5,911-38.3% | $5,048-27.8% | $5,982-39.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |