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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 | $35,272 | $107,941-67.3% | $91,994-61.7% | $152,897-76.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 30.61% | 89.28%-58.7pp | 69.04%-38.4pp | 345.43%-314.8pp |
| Employer contribution / active EE | $2,369 | $4,212-43.7% | $3,453-31.4% | $4,764-50.3% |
| Participant deferral / active EE | $5,923 | $6,366-7.0% | $5,9240% | $5,851+1.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |