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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 | $31,715 | $100,139-68.3% | $85,187-62.8% | $145,884-78.3% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 16.79% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,216 | $3,238-62.5% | $2,732-55.5% | $4,662-73.9% |
| Participant deferral / active EE | $2,565 | $5,296-51.6% | $4,525-43.3% | $6,690-61.7% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |