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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 | $27,089 | $154,159-82.4% | $130,026-79.2% | $139,456-80.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 25.14% | 32.50%-7.4pp | -137.26%+162.4pp | 373.45%-348.3pp |
| Employer contribution / active EE | $1,878 | $5,292-64.5% | $4,321-56.5% | $4,753-60.5% |
| Participant deferral / active EE | $5,603 | $6,710-16.5% | $5,821-3.7% | $6,711-16.5% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |