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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 | $31,613 | $102,547-69.2% | $78,210-59.6% | $147,586-78.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 26.23% | 51.08%-24.8pp | 40.90%-14.7pp | 578.59%-552.4pp |
| Employer contribution / active EE | $1,530 | $2,617-41.5% | $2,034-24.7% | $4,876-68.6% |
| Participant deferral / active EE | $1,913 | $3,481-45.0% | $2,823-32.2% | $5,439-64.8% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |