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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 | $14,013 | $115,225-87.8% | $100,712-86.1% | $138,895-89.9% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 20.99% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $942 | $2,771-66.0% | $2,313-59.3% | $4,194-77.5% |
| Participant deferral / active EE | $1,188 | $4,699-74.7% | $4,085-70.9% | $6,396-81.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |