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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 | $14,601 | $91,037-84.0% | $71,671-79.6% | $147,585-90.1% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 57.67% | 20.48%+37.2pp | 20.65%+37.0pp | 578.58%-520.9pp |
| Employer contribution / active EE | $633 | $3,327-81.0% | $2,460-74.3% | $4,876-87.0% |
| Participant deferral / active EE | $1,938 | $4,498-56.9% | $3,438-43.6% | $5,439-64.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |