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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 | $15,889 | $96,524-83.5% | $75,900-79.1% | $152,909-89.6% |
| Participation rate | 43.5% | 76.2%-32.7pp | 69.3%-25.8pp | 82.5%-39.0pp |
| Annual return | 28.12% | 33.93%-5.8pp | 30.73%-2.6pp | 345.46%-317.3pp |
| Employer contribution / active EE | $1,641 | $3,311-50.4% | $2,501-34.4% | $4,764-65.6% |
| Participant deferral / active EE | $2,396 | $4,554-47.4% | $3,604-33.5% | $5,851-59.1% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |