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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 | $29,692 | $112,933-73.7% | $90,970-67.4% | $158,982-81.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.9pp |
| Annual return | 21.42% | 215.82%-194.4pp | 134.60%-113.2pp | 302.99%-281.6pp |
| Employer contribution / active EE | $1,824 | $2,893-37.0% | $2,122-14.0% | $4,763-61.7% |
| Participant deferral / active EE | $2,813 | $4,128-31.9% | $3,373-16.6% | $5,983-53.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |