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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 | $40,715 | $103,038-60.5% | $90,324-54.9% | $152,909-73.4% |
| Participation rate | 41.2% | 75.9%-34.7pp | 73.3%-32.1pp | 82.5%-41.3pp |
| Annual return | 22.53% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,458 | $3,141-53.6% | $2,856-49.0% | $4,764-69.4% |
| Participant deferral / active EE | $2,463 | $4,282-42.5% | $3,885-36.6% | $5,851-57.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |