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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 | $162,821-14.1% | $133,978+4.4% | $158,982-12.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 15.61% | 41.95%-26.3pp | 45.10%-29.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,375 | $4,976-72.4% | $3,919-64.9% | $4,763-71.1% |
| Participant deferral / active EE | $3,646 | $5,910-38.3% | $5,047-27.8% | $5,983-39.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |