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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 | $12,575 | $107,030-88.3% | $73,550-82.9% | $147,586-91.5% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | 24.58% | 38.25%-13.7pp | -15.16%+39.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $558 | $1,760-68.3% | $1,219-54.2% | $4,876-88.5% |
| Participant deferral / active EE | $3,878 | $2,458+57.8% | $1,804+114.9% | $5,439-28.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |