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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 | $43,712 | $115,814-62.3% | $101,275-56.8% | $158,982-72.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 14.79% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,565 | $4,176-62.5% | $3,660-57.2% | $4,763-67.1% |
| Participant deferral / active EE | $3,785 | $4,958-23.7% | $4,371-13.4% | $5,983-36.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |