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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 | $39,321 | $100,139-60.7% | $85,187-53.8% | $145,884-73.0% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 9.42% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,454 | $3,238-55.1% | $2,732-46.8% | $4,662-68.8% |
| Participant deferral / active EE | $4,641 | $5,296-12.4% | $4,525+2.6% | $6,690-30.6% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |