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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 | $40,889 | $157,829-74.1% | $136,867-70.1% | $198,609-79.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 16.72% | 51.25%-34.5pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,300 | $3,923-66.9% | $3,547-63.4% | $5,055-74.3% |
| Participant deferral / active EE | $3,683 | $5,463-32.6% | $4,924-25.2% | $6,977-47.2% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |