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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 | $39,588 | $152,592-74.1% | $125,180-68.4% | $152,885-74.1% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 35.59% | 54.84%-19.3pp | 43.79%-8.2pp | 345.39%-309.8pp |
| Employer contribution / active EE | $2,371 | $4,947-52.1% | $3,866-38.7% | $4,763-50.2% |
| Participant deferral / active EE | $3,476 | $5,868-40.8% | $4,937-29.6% | $5,851-40.6% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |