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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 | $39,750 | $107,363-63.0% | $92,909-57.2% | $152,897-74.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 24.47% | 145.63%-121.2pp | 109.44%-85.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $905 | $4,222-78.6% | $3,653-75.2% | $4,764-81.0% |
| Participant deferral / active EE | $3,397 | $4,848-29.9% | $4,238-19.8% | $5,851-41.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |