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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 | $40,476 | $100,073-59.6% | $85,126-52.5% | $145,877-72.3% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 13.88% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $731 | $3,236-77.4% | $2,731-73.2% | $4,663-84.3% |
| Participant deferral / active EE | $4,875 | $5,294-7.9% | $4,523+7.8% | $6,691-27.1% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |