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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 | $47,568 | $165,939-71.3% | $122,354-61.1% | $147,586-67.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 17.95% | 34.56%-16.6pp | 30.28%-12.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,000 | $5,754-82.6% | $4,051-75.3% | $4,876-79.5% |
| Participant deferral / active EE | $1,000 | $4,005-75.0% | $3,287-69.6% | $5,439-81.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |