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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 | $35,707 | $61,125-41.6% | $94,057-62.0% | $87,485-59.2% |
| Participation rate | 27.3% | 64.1%-36.8pp | 73.3%-46.1pp | 68.9%-41.7pp |
| Annual return | 14.64% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $385 | $2,136-82.0% | $2,933-86.9% | $2,596-85.2% |
| Participant deferral / active EE | $1,724 | $3,260-47.1% | $4,709-63.4% | $4,274-59.7% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |