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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 | $47,574 | $183,592-74.1% | $155,567-69.4% | $145,959-67.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.00% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,440 | $5,315-54.1% | $4,674-47.8% | $4,661-47.7% |
| Participant deferral / active EE | $3,049 | $6,464-52.8% | $5,628-45.8% | $6,689-54.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |