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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 | $42,744 | $183,592-76.7% | $155,567-72.5% | $145,959-70.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 24.69% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.3pp |
| Employer contribution / active EE | $2,618 | $5,315-50.7% | $4,674-44.0% | $4,661-43.8% |
| Participant deferral / active EE | $3,813 | $6,464-41.0% | $5,628-32.2% | $6,689-43.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |