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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 | $57,257 | $116,434-50.8% | $65,583-12.7% | $139,487-59.0% |
| Participation rate | 40.0% | 67.9%-27.9pp | 65.0%-25.0pp | 80.3%-40.3pp |
| Annual return | 13.00% | 31.34%-18.3pp | 47.46%-34.5pp | 373.84%-360.8pp |
| Employer contribution / active EE | $579 | $2,602-77.7% | $1,692-65.8% | $4,755-87.8% |
| Participant deferral / active EE | $2,514 | $4,245-40.8% | $2,833-11.2% | $6,713-62.5% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,407-100.0% |