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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 | $47,913 | $152,619-68.6% | $125,195-61.7% | $152,909-68.7% |
| Participation rate | 65.2% | 83.3%-18.1pp | 79.8%-14.6pp | 82.5%-17.2pp |
| Annual return | 10.48% | 54.85%-44.4pp | 43.79%-33.3pp | 345.46%-335.0pp |
| Employer contribution / active EE | $2,312 | $4,947-53.3% | $3,866-40.2% | $4,764-51.5% |
| Participant deferral / active EE | $5,465 | $5,869-6.9% | $4,937+10.7% | $5,851-6.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |