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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 | $26,410 | $115,810-77.2% | $101,271-73.9% | $158,966-83.4% |
| Participation rate | 45.8% | 79.4%-33.5pp | 75.8%-30.0pp | 82.0%-36.1pp |
| Annual return | 11.81% | 56.15%-44.3pp | 46.48%-34.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,189 | $4,175-71.5% | $3,660-67.5% | $4,762-75.0% |
| Participant deferral / active EE | $1,748 | $4,958-64.7% | $4,371-60.0% | $5,983-70.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |