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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 | $45,534 | $116,203-60.8% | $93,621-51.4% | $152,897-70.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 13.37% | 35.96%-22.6pp | 32.76%-19.4pp | 345.43%-332.1pp |
| Employer contribution / active EE | $1,082 | $3,219-66.4% | $2,719-60.2% | $4,764-77.3% |
| Participant deferral / active EE | $1,353 | $4,605-70.6% | $4,070-66.8% | $5,851-76.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |