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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 | $20,588 | $118,877-82.7% | $96,570-78.7% | $167,536-87.7% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 22.95% | 50.50%-27.5pp | 37.79%-14.8pp | 478.82%-455.9pp |
| Employer contribution / active EE | $1,483 | $3,121-52.5% | $2,357-37.1% | $4,839-69.4% |
| Participant deferral / active EE | $2,412 | $4,617-47.7% | $3,849-37.3% | $6,342-62.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |