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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 | $16,486 | $107,944-84.7% | $91,994-82.1% | $152,885-89.2% |
| Participation rate | 35.7% | 81.2%-45.5pp | 78.6%-42.9pp | 82.5%-46.7pp |
| Annual return | 28.75% | 89.26%-60.5pp | 69.03%-40.3pp | 345.39%-316.6pp |
| Employer contribution / active EE | $740 | $4,210-82.4% | $3,452-78.6% | $4,763-84.5% |
| Participant deferral / active EE | $2,282 | $6,365-64.2% | $5,923-61.5% | $5,851-61.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |