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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 | $18,979 | $96,678-80.4% | $86,640-78.1% | $139,466-86.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.22% | 106.69%-86.5pp | 592.52%-572.3pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,865 | $3,265-42.9% | $3,024-38.3% | $4,754-60.8% |
| Participant deferral / active EE | $3,281 | $4,837-32.2% | $4,438-26.1% | $6,712-51.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |