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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 | $27,935 | $157,296-82.2% | $141,191-80.2% | $152,897-81.7% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 35.04% | 64.34%-29.3pp | 71.41%-36.4pp | 345.43%-310.4pp |
| Employer contribution / active EE | $1,568 | $5,262-70.2% | $4,736-66.9% | $4,764-67.1% |
| Participant deferral / active EE | $4,719 | $7,111-33.6% | $6,710-29.7% | $5,851-19.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |