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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 | $32,757 | $107,030-69.4% | $73,550-55.5% | $147,586-77.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 21.27% | 38.25%-17.0pp | -15.16%+36.4pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,391 | $1,760-21.0% | $1,219+14.1% | $4,876-71.5% |
| Participant deferral / active EE | $1,391 | $2,458-43.4% | $1,804-22.9% | $5,439-74.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |