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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 | $28,649 | $108,695-73.6% | $74,722-61.7% | $152,897-81.3% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 17.00% | 114.11%-97.1pp | 753.11%-736.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $467 | $1,504-69.0% | $1,084-57.0% | $4,764-90.2% |
| Participant deferral / active EE | $1,440 | $2,712-46.9% | $1,963-26.6% | $5,851-75.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |