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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 | $113,009 | $157,304-28.2% | $141,197-20.0% | $152,909-26.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.76% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,007 | $5,263-80.9% | $4,736-78.7% | $4,764-78.9% |
| Participant deferral / active EE | $2,479 | $7,111-65.1% | $6,710-63.1% | $5,851-57.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |