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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 | $40,359 | $108,922-62.9% | $100,398-59.8% | $145,978-72.4% |
| Participation rate | 69.2% | 83.0%-13.7pp | 81.5%-12.3pp | 80.3%-11.1pp |
| Annual return | 12.34% | 58.04%-45.7pp | 49.32%-37.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,560 | $8,450-69.7% | $8,084-68.3% | $6,690-61.7% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |