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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 | $38,572 | $99,921-61.4% | $85,009-54.6% | $145,959-73.6% |
| Participation rate | 23.8% | 74.1%-50.3pp | 67.5%-43.7pp | 80.3%-56.5pp |
| Annual return | 14.62% | 83.89%-69.3pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $651 | $3,233-79.9% | $2,728-76.1% | $4,661-86.0% |
| Participant deferral / active EE | $2,553 | $5,293-51.8% | $4,522-43.5% | $6,689-61.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |