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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 | $30,363 | $150,412-79.8% | $120,574-74.8% | $145,884-79.2% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.5pp | 80.3%-41.8pp |
| Annual return | 9.29% | 154.50%-145.2pp | 107.42%-98.1pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,575 | $4,355-63.8% | $3,471-54.6% | $4,662-66.2% |
| Participant deferral / active EE | $3,902 | $6,175-36.8% | $4,996-21.9% | $6,690-41.7% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |