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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 | $58,097 | $103,008-43.6% | $90,304-35.7% | $152,897-62.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 14.39% | 95.22%-80.8pp | 78.13%-63.7pp | 345.43%-331.0pp |
| Employer contribution / active EE | $1,408 | $3,139-55.2% | $2,855-50.7% | $4,764-70.4% |
| Participant deferral / active EE | $1,718 | $4,281-59.9% | $3,885-55.8% | $5,851-70.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |