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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 | $36,718 | $152,619-75.9% | $125,195-70.7% | $152,909-76.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 20.74% | 54.85%-34.1pp | 43.79%-23.1pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,631 | $4,947-67.0% | $3,866-57.8% | $4,764-65.8% |
| Participant deferral / active EE | $2,953 | $5,869-49.7% | $4,937-40.2% | $5,851-49.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |