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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 | $85,961 | $124,314-30.9% | $109,163-21.3% | $167,518-48.7% |
| Participation rate | 15.4% | 79.4%-64.1pp | 75.9%-60.5pp | 82.1%-66.7pp |
| Annual return | 42.37% | 26.04%+16.3pp | 25.75%+16.6pp | 478.71%-436.3pp |
| Employer contribution / active EE | $802 | $4,209-80.9% | $3,723-78.5% | $4,838-83.4% |
| Participant deferral / active EE | $3,000 | $5,256-42.9% | $4,654-35.5% | $6,342-52.7% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |