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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 | $25,805 | $107,809-76.1% | $97,032-73.4% | $155,188-83.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 59.99% | 38.06%+21.9pp | 35.38%+24.6pp | 148.84%-88.8pp |
| Employer contribution / active EE | $1,003 | $2,911-65.5% | $2,629-61.8% | $4,248-76.4% |
| Participant deferral / active EE | $5,269 | $5,129+2.7% | $4,672+12.8% | $6,531-19.3% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |