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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 | $32,005 | $113,338-71.8% | $94,993-66.3% | $147,586-78.3% |
| Participation rate | 53.3% | 78.0%-24.6pp | 73.9%-20.6pp | 82.8%-29.5pp |
| Annual return | 15.46% | 20.80%-5.3pp | 27.14%-11.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $129 | $3,160-95.9% | $2,603-95.1% | $4,876-97.4% |
| Participant deferral / active EE | $596 | $3,777-84.2% | $3,317-82.0% | $5,439-89.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |