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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 | $41,709 | $106,923-61.0% | $84,023-50.4% | $152,909-72.7% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 26.63% | 105.02%-78.4pp | 71.32%-44.7pp | 345.46%-318.8pp |
| Employer contribution / active EE | $1,837 | $2,735-32.8% | $1,984-7.4% | $4,764-61.4% |
| Participant deferral / active EE | $3,935 | $4,013-1.9% | $3,239+21.5% | $5,851-32.8% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |