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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 | $21,787 | $103,038-78.9% | $90,324-75.9% | $152,909-85.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 24.88% | 95.25%-70.4pp | 78.15%-53.3pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,052 | $3,141-66.5% | $2,856-63.2% | $4,764-77.9% |
| Participant deferral / active EE | $3,095 | $4,282-27.7% | $3,885-20.3% | $5,851-47.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |