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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 | $17,628 | $115,866-84.8% | $65,328-73.0% | $139,456-87.4% |
| Participation rate | 46.7% | 67.8%-21.1pp | 64.9%-18.3pp | 80.3%-33.7pp |
| Annual return | 25.38% | 31.21%-5.8pp | 47.39%-22.0pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,421 | $2,600-45.3% | $1,692-16.0% | $4,753-70.1% |
| Participant deferral / active EE | $2,508 | $4,242-40.9% | $2,832-11.4% | $6,711-62.6% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |