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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 | $31,872 | $100,073-68.2% | $85,126-62.6% | $145,877-78.2% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 51.05% | 84.11%-33.1pp | 66.63%-15.6pp | 551.28%-500.2pp |
| Employer contribution / active EE | $941 | $3,236-70.9% | $2,731-65.5% | $4,663-79.8% |
| Participant deferral / active EE | $2,274 | $5,294-57.0% | $4,523-49.7% | $6,691-66.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |