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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 | $38,573 | $105,145-63.3% | $94,664-59.3% | $139,466-72.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 20.53% | 38.09%-17.6pp | 156.84%-136.3pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,421 | $4,107-65.4% | $3,673-61.3% | $4,754-70.1% |
| Participant deferral / active EE | $2,577 | $7,599-66.1% | $7,417-65.3% | $6,712-61.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |