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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 | $52,546 | $108,942-51.8% | $100,415-47.7% | $145,897-64.0% |
| Participation rate | 43.8% | 83.0%-39.2pp | 81.5%-37.8pp | 80.3%-36.6pp |
| Annual return | 15.91% | 58.27%-42.4pp | 49.47%-33.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,759 | $4,422-60.2% | $3,943-55.4% | $4,663-62.3% |
| Participant deferral / active EE | $2,754 | $8,461-67.5% | $8,091-66.0% | $6,689-58.8% |
| Admin fee / account holder | $5 | $9,702-100.0% | $7,906-99.9% | $13,390-100.0% |