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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 | $61,198 | $111,878-45.3% | $93,727-34.7% | $145,897-58.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 12.13% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,297 | $3,092-58.0% | $2,421-46.4% | $4,663-72.2% |
| Participant deferral / active EE | $4,629 | $4,920-5.9% | $4,417+4.8% | $6,689-30.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |