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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 | $19,771 | $69,248-71.4% | $64,101-69.2% | $139,466-85.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 36.63% | 45.95%-9.3pp | 33.72%+2.9pp | 373.66%-337.0pp |
| Employer contribution / active EE | $2,731 | $3,185-14.3% | $2,749-0.7% | $4,754-42.6% |
| Participant deferral / active EE | $2,888 | $4,682-38.3% | $3,881-25.6% | $6,712-57.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |