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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 | $44,388 | $124,346-64.3% | $111,308-60.1% | $167,536-73.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 17.46% | 37.45%-20.0pp | 54.67%-37.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,670 | $3,437-51.4% | $2,732-38.9% | $4,839-65.5% |
| Participant deferral / active EE | $1,767 | $5,182-65.9% | $4,487-60.6% | $6,342-72.1% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |