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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 | $53,579 | $166,268-67.8% | $165,100-67.5% | $145,897-63.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 13.86% | 100.52%-86.7pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,952 | $5,284-63.0% | $4,348-55.1% | $4,663-58.1% |
| Participant deferral / active EE | $6,103 | $6,964-12.4% | $6,035+1.1% | $6,689-8.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |