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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 | $31,825 | $227,597-86.0% | $189,575-83.2% | $167,536-81.0% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.4%-13.7pp | 82.1%-17.4pp |
| Annual return | 17.36% | 78.44%-61.1pp | 64.19%-46.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $781 | $5,316-85.3% | $4,412-82.3% | $4,839-83.9% |
| Participant deferral / active EE | $3,903 | $7,002-44.3% | $6,174-36.8% | $6,342-38.5% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |