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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 | $17,119 | $124,351-86.2% | $109,188-84.3% | $167,553-89.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 39.84% | 26.04%+13.8pp | 25.76%+14.1pp | 478.89%-439.1pp |
| Employer contribution / active EE | $855 | $4,210-79.7% | $3,723-77.0% | $4,840-82.3% |
| Participant deferral / active EE | $4,625 | $5,257-12.0% | $4,654-0.6% | $6,343-27.1% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |