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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 | $29,003 | $148,582-80.5% | $135,942-78.7% | $139,456-79.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 42.02% | 79.26%-37.2pp | 68.28%-26.3pp | 373.45%-331.4pp |
| Employer contribution / active EE | $2,305 | $5,245-56.1% | $4,858-52.6% | $4,753-51.5% |
| Participant deferral / active EE | $7,260 | $8,101-10.4% | $7,759-6.4% | $6,711+8.2% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |