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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 | $21,095 | $96,643-78.2% | $86,617-75.6% | $139,456-84.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 22.60% | 106.57%-84.0pp | 591.91%-569.3pp | 373.45%-350.9pp |
| Employer contribution / active EE | $1,255 | $3,264-61.6% | $3,023-58.5% | $4,753-73.6% |
| Participant deferral / active EE | $2,039 | $4,835-57.8% | $4,437-54.1% | $6,711-69.6% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |