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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 | $45,315 | $117,895-61.6% | $102,460-55.8% | $145,897-68.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 12.08% | 31.92%-19.8pp | 29.47%-17.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $878 | $3,619-75.7% | $3,025-71.0% | $4,663-81.2% |
| Participant deferral / active EE | $4,438 | $5,736-22.6% | $5,056-12.2% | $6,689-33.7% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |