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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 | $23,888 | $157,276-84.8% | $141,177-83.1% | $152,885-84.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 411.44% | 64.33%+347.1pp | 71.40%+340.0pp | 345.39%+66.0pp |
| Employer contribution / active EE | $2,734 | $5,262-48.0% | $4,736-42.3% | $4,763-42.6% |
| Participant deferral / active EE | $3,165 | $7,110-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |