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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 | $19,041 | $99,921-80.9% | $85,009-77.6% | $145,959-87.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 18.63% | 83.89%-65.3pp | 66.47%-47.8pp | 561.95%-543.3pp |
| Employer contribution / active EE | $712 | $3,233-78.0% | $2,728-73.9% | $4,661-84.7% |
| Participant deferral / active EE | $4,192 | $5,293-20.8% | $4,522-7.3% | $6,689-37.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |