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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 | $42,800 | $101,063-57.6% | $81,473-47.5% | $147,586-71.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 17.72% | 32.41%-14.7pp | 38.78%-21.1pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,111 | $3,206-65.3% | $2,568-56.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,111 | $4,242-73.8% | $3,537-68.6% | $5,439-79.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |