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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 | $14,014 | $81,643-82.8% | $70,462-80.1% | $158,950-91.2% |
| Participation rate | 30.4% | 77.7%-47.3pp | 75.1%-44.6pp | 82.0%-51.5pp |
| Annual return | 25.06% | 208.51%-183.4pp | 109.08%-84.0pp | 302.91%-277.8pp |
| Employer contribution / active EE | $708 | $3,218-78.0% | $2,737-74.1% | $4,762-85.1% |
| Participant deferral / active EE | $1,145 | $4,555-74.9% | $3,710-69.1% | $5,983-80.9% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |