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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 | $71,445 | $107,941-33.8% | $91,994-22.3% | $152,897-53.3% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 26.27% | 89.28%-63.0pp | 69.04%-42.8pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,179 | $4,212-72.0% | $3,453-65.9% | $4,764-75.3% |
| Participant deferral / active EE | $3,938 | $6,366-38.1% | $5,924-33.5% | $5,851-32.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |