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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 | $34,094 | $176,105-80.6% | $159,474-78.6% | $167,536-79.6% |
| Participation rate | 38.5% | 85.0%-46.5pp | 82.8%-44.4pp | 82.1%-43.7pp |
| Annual return | 21.81% | 331.91%-310.1pp | 263.68%-241.9pp | 478.82%-457.0pp |
| Employer contribution / active EE | $1,872 | $5,299-64.7% | $4,831-61.3% | $4,839-61.3% |
| Participant deferral / active EE | $3,750 | $7,751-51.6% | $7,353-49.0% | $6,342-40.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |