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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 | $23,737 | $124,330-80.9% | $109,173-78.3% | $167,536-85.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 16.38% | 26.04%-9.7pp | 25.75%-9.4pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,137 | $4,209-73.0% | $3,723-69.5% | $4,839-76.5% |
| Participant deferral / active EE | $7,444 | $5,256+41.6% | $4,654+60.0% | $6,342+17.4% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |