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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 | $65,116 | $111,535-41.6% | $105,223-38.1% | $137,256-52.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 18.06% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,178 | $3,939-70.1% | $3,689-68.1% | $4,156-71.7% |
| Participant deferral / active EE | $2,700 | $5,500-50.9% | $5,072-46.8% | $6,407-57.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |