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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 | $40,221 | $124,351-67.7% | $109,188-63.2% | $167,553-76.0% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 18.15% | 26.04%-7.9pp | 25.76%-7.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $964 | $4,210-77.1% | $3,723-74.1% | $4,840-80.1% |
| Participant deferral / active EE | $2,645 | $5,257-49.7% | $4,654-43.2% | $6,343-58.3% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |