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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 | $48,813 | $116,203-58.0% | $93,621-47.9% | $152,897-68.1% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.8%-45.1pp | 82.5%-51.7pp |
| Annual return | 24.50% | 35.96%-11.5pp | 32.76%-8.3pp | 345.43%-320.9pp |
| Employer contribution / active EE | $550 | $3,219-82.9% | $2,719-79.8% | $4,764-88.5% |
| Participant deferral / active EE | $2,087 | $4,605-54.7% | $4,070-48.7% | $5,851-64.3% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |