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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 | $33,435 | $103,008-67.5% | $90,304-63.0% | $152,897-78.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 24.66% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,250 | $3,139-60.2% | $2,855-56.2% | $4,764-73.8% |
| Participant deferral / active EE | $1,250 | $4,281-70.8% | $3,885-67.8% | $5,851-78.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |