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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 | $43,421 | $152,460-71.5% | $118,746-63.4% | $147,586-70.6% |
| Participation rate | 22.2% | 82.3%-60.0pp | 78.3%-56.1pp | 82.8%-60.6pp |
| Annual return | 22.24% | 17.41%+4.8pp | 24.54%-2.3pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,666 | $5,046-67.0% | $4,193-60.3% | $4,876-65.8% |
| Participant deferral / active EE | $3,839 | $6,212-38.2% | $5,332-28.0% | $5,439-29.4% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |