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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 | $183,539-76.7% | $155,556-72.5% | $145,897-70.7% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 24.69% | 61.31%-36.6pp | 64.84%-40.1pp | 552.29%-527.6pp |
| Employer contribution / active EE | $2,618 | $5,315-50.7% | $4,675-44.0% | $4,663-43.9% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |