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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 | $41,804 | $152,619-72.6% | $125,195-66.6% | $152,909-72.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 32.08% | 54.85%-22.8pp | 43.79%-11.7pp | 345.46%-313.4pp |
| Employer contribution / active EE | $1,178 | $4,947-76.2% | $3,866-69.5% | $4,764-75.3% |
| Participant deferral / active EE | $4,053 | $5,869-30.9% | $4,937-17.9% | $5,851-30.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |