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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 | $33,975 | $112,131-69.7% | $95,964-64.6% | $158,982-78.6% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 19.98% | 171.19%-151.2pp | 91.64%-71.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $1,131 | $3,199-64.6% | $2,541-55.5% | $4,763-76.2% |
| Participant deferral / active EE | $2,675 | $4,784-44.1% | $4,167-35.8% | $5,983-55.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |