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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 | $34,175 | $106,247-67.8% | $96,515-64.6% | $139,466-75.5% |
| Participation rate | 26.3% | 77.8%-51.5pp | 74.3%-48.0pp | 80.3%-54.0pp |
| Annual return | 52.96% | 38.47%+14.5pp | 35.73%+17.2pp | 373.66%-320.7pp |
| Employer contribution / active EE | $951 | $4,106-76.8% | $3,740-74.6% | $4,754-80.0% |
| Participant deferral / active EE | $3,580 | $5,456-34.4% | $4,880-26.6% | $6,712-46.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |