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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 | $42,411 | $98,240-56.8% | $82,313-48.5% | $147,585-71.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 17.03% | 30.85%-13.8pp | 25.88%-8.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $1,327 | $3,192-58.4% | $2,428-45.3% | $4,876-72.8% |
| Participant deferral / active EE | $2,429 | $4,383-44.6% | $3,706-34.5% | $5,439-55.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |