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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 | $30,808 | $110,039-72.0% | $97,260-68.3% | $145,884-78.9% |
| Participation rate | 58.8% | 75.9%-17.1pp | 72.7%-13.8pp | 80.3%-21.5pp |
| Annual return | 14.57% | 244.44%-229.9pp | 75.54%-61.0pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,120 | $3,074-31.0% | $2,721-22.1% | $4,662-54.5% |
| Participant deferral / active EE | $2,302 | $4,674-50.7% | $4,262-46.0% | $6,690-65.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |