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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 | $18,704 | $90,486-79.3% | $78,676-76.2% | $273,972-93.2% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 331.93% | 75.62%+256.3pp | 62.19%+269.7pp | 41.46%+290.5pp |
| Employer contribution / active EE | $654 | $3,175-79.4% | $2,850-77.1% | $4,869-86.6% |
| Participant deferral / active EE | $2,127 | $3,901-45.5% | $3,517-39.5% | $5,287-59.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |