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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 | $19,280 | $95,664-79.8% | $76,902-74.9% | $139,487-86.2% |
| Participation rate | 47.1% | 74.0%-26.9pp | 69.6%-22.5pp | 80.3%-33.3pp |
| Annual return | 28.00% | 55.03%-27.0pp | 37.91%-9.9pp | 373.84%-345.8pp |
| Employer contribution / active EE | $2,428 | $3,147-22.8% | $2,534-4.2% | $4,755-48.9% |
| Participant deferral / active EE | $3,238 | $4,626-30.0% | $3,833-15.5% | $6,713-51.8% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |