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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 | $13,945 | $101,063-86.2% | $81,473-82.9% | $147,586-90.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 46.26% | 32.41%+13.9pp | 38.78%+7.5pp | 578.59%-532.3pp |
| Employer contribution / active EE | $1,687 | $3,206-47.4% | $2,568-34.3% | $4,876-65.4% |
| Participant deferral / active EE | $4,088 | $4,242-3.6% | $3,537+15.6% | $5,439-24.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |