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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 | $27,609 | $85,766-67.8% | $136,298-79.7% | $70,126-60.6% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 22.63% | 31.46%-8.8pp | 5156.27%-5133.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $1,591 | $2,966-46.4% | $4,696-66.1% | $2,343-32.1% |
| Participant deferral / active EE | $3,581 | $5,051-29.1% | $6,247-42.7% | $3,332+7.5% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |