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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 | $31,054 | $98,240-68.4% | $82,312-62.3% | $147,586-79.0% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 15.16% | 30.85%-15.7pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $965 | $3,192-69.8% | $2,428-60.3% | $4,876-80.2% |
| Participant deferral / active EE | $1,724 | $4,383-60.7% | $3,706-53.5% | $5,439-68.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |