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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 | $28,916 | $149,778-80.7% | $118,946-75.7% | $158,966-81.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 25.99% | 19.95%+6.0pp | 35.89%-9.9pp | 302.95%-277.0pp |
| Employer contribution / active EE | $2,083 | $4,117-49.4% | $3,263-36.2% | $4,762-56.3% |
| Participant deferral / active EE | $3,260 | $5,225-37.6% | $4,266-23.6% | $5,983-45.5% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |