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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 | $88,504 | $159,978-44.7% | $147,041-39.8% | $145,978-39.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.04% | 98.36%-87.3pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,281 | $5,288-75.8% | $4,935-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $4,611 | $8,429-45.3% | $8,071-42.9% | $6,690-31.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |