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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 | $47,465 | $110,801-57.2% | $86,615-45.2% | $167,536-71.7% |
| Participation rate | 57.1% | 75.8%-18.6pp | 71.6%-14.5pp | 82.1%-25.0pp |
| Annual return | 8.16% | 116.96%-108.8pp | 63.51%-55.4pp | 478.82%-470.7pp |
| Employer contribution / active EE | $1,318 | $3,245-59.4% | $2,496-47.2% | $4,839-72.8% |
| Participant deferral / active EE | $5,778 | $4,547+27.1% | $3,699+56.2% | $6,342-8.9% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |