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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 | $18,651 | $102,547-81.8% | $78,210-76.2% | $147,586-87.4% |
| Participation rate | 38.1% | 74.4%-36.3pp | 68.7%-30.6pp | 82.8%-44.7pp |
| Annual return | 34.93% | 51.08%-16.1pp | 40.90%-6.0pp | 578.59%-543.7pp |
| Employer contribution / active EE | $851 | $2,617-67.5% | $2,034-58.1% | $4,876-82.5% |
| Participant deferral / active EE | $2,725 | $3,481-21.7% | $2,823-3.5% | $5,439-49.9% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |