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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 | $23,583 | $117,895-80.0% | $102,460-77.0% | $145,897-83.8% |
| Participation rate | 38.5% | 78.6%-40.2pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 21.35% | 31.92%-10.6pp | 29.47%-8.1pp | 552.29%-530.9pp |
| Employer contribution / active EE | $1,297 | $3,619-64.2% | $3,025-57.1% | $4,663-72.2% |
| Participant deferral / active EE | $1,988 | $5,736-65.3% | $5,056-60.7% | $6,689-70.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |