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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 | $31,607 | $165,939-81.0% | $122,354-74.2% | $147,586-78.6% |
| Participation rate | 10.0% | 79.6%-69.6pp | 71.6%-61.6pp | 82.8%-72.8pp |
| Annual return | 25.46% | 34.56%-9.1pp | 30.28%-4.8pp | 578.59%-553.1pp |
| Employer contribution / active EE | $292 | $5,754-94.9% | $4,051-92.8% | $4,876-94.0% |
| Participant deferral / active EE | $409 | $4,005-89.8% | $3,287-87.6% | $5,439-92.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |