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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 | $26,800 | $150,346-82.2% | $120,524-77.8% | $145,877-81.6% |
| Participation rate | 55.0% | 78.8%-23.8pp | 71.9%-16.9pp | 80.3%-25.3pp |
| Annual return | 14.03% | 154.40%-140.4pp | 107.36%-93.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,388 | $4,353-68.1% | $3,469-60.0% | $4,663-70.2% |
| Participant deferral / active EE | $4,430 | $6,172-28.2% | $4,994-11.3% | $6,691-33.8% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |