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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 | $57,095 | $106,905-46.6% | $84,020-32.0% | $152,885-62.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 30.83% | 105.00%-74.2pp | 71.31%-40.5pp | 345.39%-314.6pp |
| Employer contribution / active EE | $997 | $2,735-63.6% | $1,984-49.8% | $4,763-79.1% |
| Participant deferral / active EE | $4,464 | $4,012+11.3% | $3,239+37.8% | $5,851-23.7% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |