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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 | $32,011 | $95,601-66.5% | $77,183-58.5% | $139,456-77.0% |
| Participation rate | 26.3% | 74.0%-47.6pp | 69.6%-43.3pp | 80.3%-54.0pp |
| Annual return | 11.21% | 54.96%-43.7pp | 37.89%-26.7pp | 373.45%-362.2pp |
| Employer contribution / active EE | $2,575 | $3,145-18.1% | $2,534+1.6% | $4,753-45.8% |
| Participant deferral / active EE | $3,216 | $4,623-30.4% | $3,833-16.1% | $6,711-52.1% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |