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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 | $29,216 | $106,280-72.5% | $96,538-69.7% | $139,487-79.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.75% | 38.48%-20.7pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,625 | $4,107-60.4% | $3,740-56.6% | $4,755-65.8% |
| Participant deferral / active EE | $2,250 | $5,457-58.8% | $4,880-53.9% | $6,713-66.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |