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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 | $41,158 | $94,439-56.4% | $73,658-44.1% | $154,746-73.4% |
| Participation rate | 45.5% | 64.7%-19.2pp | 57.0%-11.6pp | 80.7%-35.2pp |
| Annual return | 47.27% | 28.25%+19.0pp | 29.72%+17.5pp | 172.34%-125.1pp |
| Employer contribution / active EE | $482 | $1,257-61.6% | $1,032-53.3% | $4,379-89.0% |
| Participant deferral / active EE | $4,538 | $2,527+79.6% | $2,062+120.1% | $6,730-32.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |