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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 | $31,601 | $109,344-71.1% | $89,400-64.7% | $158,950-80.1% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 33.02% | 345.73%-312.7pp | 245.64%-212.6pp | 302.91%-269.9pp |
| Employer contribution / active EE | $1,249 | $3,170-60.6% | $2,586-51.7% | $4,762-73.8% |
| Participant deferral / active EE | $2,421 | $4,599-47.4% | $3,890-37.8% | $5,983-59.5% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |