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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 | $10,478 | $48,284-78.3% | $67,524-84.5% | $80,911-87.0% |
| Participation rate | 66.7% | 66.4%+0.3pp | 72.9%-6.2pp | 67.6%-1.0pp |
| Annual return | 24.76% | 18.27%+6.5pp | 3519.41%-3494.7pp | 35.63%-10.9pp |
| Employer contribution / active EE | $943 | $2,021-53.4% | $2,734-65.5% | $2,756-65.8% |
| Participant deferral / active EE | $850 | $2,927-71.0% | $4,001-78.8% | $4,297-80.2% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |