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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 | $34,478 | $127,273-72.9% | $109,895-68.6% | $167,518-79.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 10.80% | 22.97%-12.2pp | 29.46%-18.7pp | 478.71%-467.9pp |
| Employer contribution / active EE | $505 | $3,324-84.8% | $2,843-82.2% | $4,838-89.6% |
| Participant deferral / active EE | $7,245 | $4,515+60.5% | $4,049+79.0% | $6,342+14.2% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |