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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 | $29,471 | $115,814-74.6% | $101,275-70.9% | $158,982-81.5% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 18.50% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $918 | $4,176-78.0% | $3,660-74.9% | $4,763-80.7% |
| Participant deferral / active EE | $4,766 | $4,958-3.9% | $4,371+9.1% | $5,983-20.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |