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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 | $39,951 | $209,336-80.9% | $197,124-79.7% | $137,256-70.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 20.83% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,828 | $6,591-72.3% | $6,227-70.7% | $4,156-56.0% |
| Participant deferral / active EE | $4,406 | $9,614-54.2% | $9,135-51.8% | $6,407-31.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |