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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 | $30,876 | $70,366-56.1% | $66,674-53.7% | $138,895-77.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 15.97% | 386.41%-370.4pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $880 | $2,765-68.2% | $2,620-66.4% | $4,194-79.0% |
| Participant deferral / active EE | $1,144 | $4,374-73.9% | $4,084-72.0% | $6,396-82.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |