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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 | $40,836 | $228,395-82.1% | $185,861-78.0% | $158,982-74.3% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 30.89% | 40.82%-9.9pp | 35.96%-5.1pp | 302.99%-272.1pp |
| Employer contribution / active EE | $776 | $4,968-84.4% | $4,088-81.0% | $4,763-83.7% |
| Participant deferral / active EE | $3,531 | $6,417-45.0% | $5,634-37.3% | $5,983-41.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |