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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 | $24,419 | $148,629-83.6% | $135,982-82.0% | $139,487-82.5% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 20.01% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,734 | $5,247-66.9% | $4,859-64.3% | $4,755-63.5% |
| Participant deferral / active EE | $4,702 | $8,102-42.0% | $7,760-39.4% | $6,713-29.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |