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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 | $25,978 | $105,929-75.5% | $81,716-68.2% | $158,966-83.7% |
| Participation rate | 58.8% | 75.6%-16.8pp | 72.0%-13.2pp | 82.0%-23.1pp |
| Annual return | 24.38% | 38.19%-13.8pp | 29.49%-5.1pp | 302.95%-278.6pp |
| Employer contribution / active EE | $826 | $7,802-89.4% | $4,310-80.8% | $4,762-82.6% |
| Participant deferral / active EE | $2,912 | $13,007-77.6% | $7,108-59.0% | $5,983-51.3% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |