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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 | $28,933 | $124,346-76.7% | $111,308-74.0% | $167,536-82.7% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 9.51% | 37.45%-27.9pp | 54.67%-45.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $4,913 | $3,437+42.9% | $2,732+79.9% | $4,839+1.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $148 | $10,621-98.6% | $7,965-98.1% | $12,315-98.8% |