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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 | $31,862 | $165,399-80.7% | $149,745-78.7% | $158,982-80.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.42% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,923 | $5,105-62.3% | $4,646-58.6% | $4,763-59.6% |
| Participant deferral / active EE | $3,423 | $7,183-52.3% | $6,843-50.0% | $5,983-42.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |