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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 | $24,530 | $101,063-75.7% | $81,473-69.9% | $147,586-83.4% |
| Participation rate | 22.2% | 74.5%-52.2pp | 68.0%-45.7pp | 82.8%-60.6pp |
| Annual return | 17.62% | 32.41%-14.8pp | 38.78%-21.2pp | 578.59%-561.0pp |
| Employer contribution / active EE | $333 | $3,206-89.6% | $2,568-87.0% | $4,876-93.2% |
| Participant deferral / active EE | $733 | $4,242-82.7% | $3,537-79.3% | $5,439-86.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |