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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 | $53,896 | $150,435-64.2% | $120,580-55.3% | $145,897-63.1% |
| Participation rate | 40.0% | 78.8%-38.8pp | 72.0%-32.0pp | 80.3%-40.3pp |
| Annual return | 10.01% | 154.60%-144.6pp | 107.48%-97.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,286 | $4,352-70.5% | $3,469-62.9% | $4,663-72.4% |
| Participant deferral / active EE | $2,597 | $6,174-57.9% | $4,995-48.0% | $6,689-61.2% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |