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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 | $24,519 | $165,939-85.2% | $122,354-80.0% | $147,586-83.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 29.08% | 34.56%-5.5pp | 30.28%-1.2pp | 578.59%-549.5pp |
| Employer contribution / active EE | $3,926 | $5,754-31.8% | $4,051-3.1% | $4,876-19.5% |
| Participant deferral / active EE | $13,489 | $4,005+236.8% | $3,287+310.3% | $5,439+148.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |