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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 | $67,338 | $157,304-57.2% | $141,197-52.3% | $152,909-56.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.40% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,139 | $5,263-78.4% | $4,736-76.0% | $4,764-76.1% |
| Participant deferral / active EE | $4,725 | $7,111-33.6% | $6,710-29.6% | $5,851-19.3% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |