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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 | $15,009 | $69,248-78.3% | $64,101-76.6% | $139,466-89.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 24.31% | 45.95%-21.6pp | 33.72%-9.4pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,217 | $3,185-61.8% | $2,749-55.7% | $4,754-74.4% |
| Participant deferral / active EE | $2,122 | $4,682-54.7% | $3,881-45.3% | $6,712-68.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |