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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 | $82,171 | $110,379-25.6% | $102,412-19.8% | $145,884-43.7% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 14.33% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $889 | $4,216-78.9% | $3,870-77.0% | $4,662-80.9% |
| Participant deferral / active EE | $5,797 | $5,622+3.1% | $5,060+14.6% | $6,690-13.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |