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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 | $25,962 | $183,592-85.9% | $155,567-83.3% | $145,959-82.2% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 15.01% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,462 | $5,315-72.5% | $4,674-68.7% | $4,661-68.6% |
| Participant deferral / active EE | $3,228 | $6,464-50.1% | $5,628-42.6% | $6,689-51.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |