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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 | $20,864 | $113,338-81.6% | $94,993-78.0% | $147,586-85.9% |
| Participation rate | 30.0% | 78.0%-48.0pp | 73.9%-43.9pp | 82.8%-52.8pp |
| Annual return | 19.50% | 20.80%-1.3pp | 27.14%-7.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $321 | $3,160-89.9% | $2,603-87.7% | $4,876-93.4% |
| Participant deferral / active EE | $449 | $3,777-88.1% | $3,317-86.5% | $5,439-91.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |