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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 | $40,578 | $53,841-24.6% | $75,731-46.4% | $85,851-52.7% |
| Participation rate | 56.7% | 69.0%-12.4pp | 74.8%-18.2pp | 69.3%-12.7pp |
| Annual return | 17.37% | 24.54%-7.2pp | 104.65%-87.3pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,129 | $2,017-44.0% | $2,743-58.8% | $2,565-56.0% |
| Participant deferral / active EE | $5,351 | $2,895+84.9% | $3,820+40.1% | $3,952+35.4% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |