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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 | $17,721 | $117,444-84.9% | $99,479-82.2% | $152,909-88.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 37.20% | 31.87%+5.3pp | 30.72%+6.5pp | 345.46%-308.3pp |
| Employer contribution / active EE | $1,221 | $3,014-59.5% | $2,540-51.9% | $4,764-74.4% |
| Participant deferral / active EE | $1,349 | $4,086-67.0% | $3,619-62.7% | $5,851-76.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |