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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 | $63,645 | $118,877-46.5% | $96,570-34.1% | $167,536-62.0% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 19.47% | 50.50%-31.0pp | 37.79%-18.3pp | 478.82%-459.3pp |
| Employer contribution / active EE | $3,000 | $3,121-3.9% | $2,357+27.3% | $4,839-38.0% |
| Participant deferral / active EE | $4,875 | $4,617+5.6% | $3,849+26.6% | $6,342-23.1% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |