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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 | $25,024 | $183,539-86.4% | $155,556-83.9% | $145,897-82.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 15.40% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,188 | $5,315-58.8% | $4,675-53.2% | $4,663-53.1% |
| Participant deferral / active EE | $2,657 | $6,467-58.9% | $5,631-52.8% | $6,689-60.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |