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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 | $29,009 | $96,558-70.0% | $80,977-64.2% | $273,972-89.4% |
| Participation rate | 46.7% | 79.1%-32.4pp | 75.8%-29.1pp | 83.0%-36.3pp |
| Annual return | 215.57% | 15.14%+200.4pp | 17.11%+198.5pp | 41.46%+174.1pp |
| Employer contribution / active EE | $1,771 | $4,869-63.6% | $3,715-52.3% | $4,869-63.6% |
| Participant deferral / active EE | $5,229 | $6,598-20.7% | $5,696-8.2% | $5,287-1.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |