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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 | $36,351 | $98,240-63.0% | $82,312-55.8% | $147,586-75.4% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 21.06% | 30.85%-9.8pp | 25.88%-4.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $600 | $3,192-81.2% | $2,428-75.3% | $4,876-87.7% |
| Participant deferral / active EE | $5,963 | $4,383+36.1% | $3,706+60.9% | $5,439+9.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |