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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 | $16,632 | $101,063-83.5% | $81,473-79.6% | $147,585-88.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 15.95% | 32.41%-16.5pp | 38.78%-22.8pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,061 | $3,206-66.9% | $2,568-58.7% | $4,876-78.2% |
| Participant deferral / active EE | $2,514 | $4,242-40.7% | $3,537-28.9% | $5,439-53.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |