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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 | $29,115 | $50,637-42.5% | $86,582-66.4% | $62,293-53.3% |
| Participation rate | 14.7% | 67.9%-53.2pp | 73.5%-58.9pp | 69.5%-54.8pp |
| Annual return | 29.68% | 20.80%+8.9pp | 965.08%-935.4pp | 28.90%+0.8pp |
| Employer contribution / active EE | $760 | $2,075-63.4% | $2,839-73.3% | $2,042-62.8% |
| Participant deferral / active EE | $1,245 | $2,611-52.3% | $3,609-65.5% | $3,169-60.7% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |