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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 | $14,700 | $81,643-82.0% | $70,462-79.1% | $158,950-90.8% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 30.17% | 208.51%-178.3pp | 109.08%-78.9pp | 302.91%-272.7pp |
| Employer contribution / active EE | $1,617 | $3,218-49.7% | $2,737-40.9% | $4,762-66.0% |
| Participant deferral / active EE | $3,994 | $4,555-12.3% | $3,710+7.7% | $5,983-33.2% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |