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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 | $25,769 | $102,638-74.9% | $81,982-68.6% | $158,982-83.8% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.3%-26.4pp | 82.0%-39.1pp |
| Annual return | 17.89% | 61.05%-43.2pp | 41.31%-23.4pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,409 | $3,241-56.5% | $2,498-43.6% | $4,763-70.4% |
| Participant deferral / active EE | $1,943 | $4,649-58.2% | $3,722-47.8% | $5,983-67.5% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |