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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 | $43,522 | $165,939-73.8% | $122,354-64.4% | $147,586-70.5% |
| Participation rate | 5.6% | 79.6%-74.0pp | 71.6%-66.1pp | 82.8%-77.3pp |
| Annual return | 23.10% | 34.56%-11.5pp | 30.28%-7.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $356 | $5,754-93.8% | $4,051-91.2% | $4,876-92.7% |
| Participant deferral / active EE | $444 | $4,005-88.9% | $3,287-86.5% | $5,439-91.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |