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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 | $24,085 | $100,004-75.9% | $81,438-70.4% | $145,959-83.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 33.64% | 34.34%-0.7pp | 24.74%+8.9pp | 561.95%-528.3pp |
| Employer contribution / active EE | $459 | $2,970-84.6% | $2,460-81.4% | $4,661-90.2% |
| Participant deferral / active EE | $3,203 | $4,603-30.4% | $3,883-17.5% | $6,689-52.1% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |