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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 | $15,981 | $117,444-86.4% | $99,479-83.9% | $152,909-89.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 35.78% | 31.87%+3.9pp | 30.72%+5.1pp | 345.46%-309.7pp |
| Employer contribution / active EE | $849 | $3,014-71.8% | $2,540-66.6% | $4,764-82.2% |
| Participant deferral / active EE | $5,039 | $4,086+23.3% | $3,619+39.2% | $5,851-13.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |