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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 | $24,066 | $103,008-76.6% | $90,304-73.3% | $152,897-84.3% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 19.33% | 95.22%-75.9pp | 78.13%-58.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,786 | $3,139-43.1% | $2,855-37.5% | $4,764-62.5% |
| Participant deferral / active EE | $890 | $4,281-79.2% | $3,885-77.1% | $5,851-84.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |