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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 | $38,873 | $211,288-81.6% | $178,540-78.2% | $145,884-73.4% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.7pp |
| Annual return | 11.82% | 30.27%-18.5pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $809 | $4,574-82.3% | $3,953-79.5% | $4,662-82.7% |
| Participant deferral / active EE | $3,942 | $6,967-43.4% | $6,281-37.2% | $6,690-41.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |