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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 | $70,075 | $157,296-55.5% | $141,191-50.4% | $152,897-54.2% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 23.99% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,510 | $5,262-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $4,816 | $7,111-32.3% | $6,710-28.2% | $5,851-17.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |