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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 | $68,963 | $111,535-38.2% | $105,223-34.5% | $137,256-49.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 23.17% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,715 | $3,939-56.5% | $3,689-53.5% | $4,156-58.7% |
| Participant deferral / active EE | $8,538 | $5,500+55.2% | $5,072+68.3% | $6,407+33.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |