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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 | $29,953 | $98,240-69.5% | $82,312-63.6% | $147,586-79.7% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 22.68% | 30.85%-8.2pp | 25.88%-3.2pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,162 | $3,192-63.6% | $2,428-52.1% | $4,876-76.2% |
| Participant deferral / active EE | $3,527 | $4,383-19.5% | $3,706-4.8% | $5,439-35.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |