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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 | $31,256 | $95,406-67.2% | $185,849-83.2% | $85,847-63.6% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 19.48% | 23.59%-4.1pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $2,329 | $3,314-29.7% | $5,169-54.9% | $2,565-9.2% |
| Participant deferral / active EE | $3,797 | $3,424+10.9% | $5,569-31.8% | $3,952-3.9% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |