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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 | $37,336 | $107,368-65.2% | $92,915-59.8% | $152,909-75.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 22.59% | 145.64%-123.0pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,415 | $4,222-66.5% | $3,653-61.3% | $4,764-70.3% |
| Participant deferral / active EE | $4,317 | $4,848-10.9% | $4,238+1.9% | $5,851-26.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |