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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 | $11,346 | $77,449-85.4% | $69,483-83.7% | $152,909-92.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 74.6%-10.3pp | 82.5%-18.2pp |
| Annual return | 30.63% | 39.09%-8.5pp | 28.99%+1.6pp | 345.46%-314.8pp |
| Employer contribution / active EE | $531 | $3,316-84.0% | $2,780-80.9% | $4,764-88.9% |
| Participant deferral / active EE | $2,954 | $4,415-33.1% | $3,537-16.5% | $5,851-49.5% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |