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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 | $62,285 | $114,237-45.5% | $119,258-47.8% | $167,536-62.8% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.7%-38.3pp | 82.1%-37.7pp |
| Annual return | 21.66% | 29.87%-8.2pp | 30.69%-9.0pp | 478.82%-457.2pp |
| Employer contribution / active EE | $2,718 | $4,481-39.4% | $4,384-38.0% | $4,839-43.8% |
| Participant deferral / active EE | $4,600 | $6,084-24.4% | $6,111-24.7% | $6,342-27.5% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |