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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 | $26,956 | $100,139-73.1% | $85,187-68.4% | $145,884-81.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 27.97% | 84.15%-56.2pp | 66.67%-38.7pp | 551.85%-523.9pp |
| Employer contribution / active EE | $1,118 | $3,238-65.5% | $2,732-59.1% | $4,662-76.0% |
| Participant deferral / active EE | $4,470 | $5,296-15.6% | $4,525-1.2% | $6,690-33.2% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |