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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 | $30,793 | $118,877-74.1% | $96,570-68.1% | $167,536-81.6% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 21.26% | 50.50%-29.2pp | 37.79%-16.5pp | 478.82%-457.6pp |
| Employer contribution / active EE | $992 | $3,121-68.2% | $2,357-57.9% | $4,839-79.5% |
| Participant deferral / active EE | $6,661 | $4,617+44.3% | $3,849+73.0% | $6,342+5.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |