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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 | $67,221 | $227,597-70.5% | $189,575-64.5% | $167,536-59.9% |
| Participation rate | 22.2% | 82.5%-60.3pp | 78.4%-56.2pp | 82.1%-59.9pp |
| Annual return | 23.65% | 78.44%-54.8pp | 64.19%-40.5pp | 478.82%-455.2pp |
| Employer contribution / active EE | $689 | $5,316-87.0% | $4,412-84.4% | $4,839-85.8% |
| Participant deferral / active EE | $3,028 | $7,002-56.8% | $6,174-51.0% | $6,342-52.3% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |