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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 | $52,643 | $113,338-53.6% | $94,993-44.6% | $147,586-64.3% |
| Participation rate | 11.1% | 78.0%-66.9pp | 73.9%-62.8pp | 82.8%-71.7pp |
| Annual return | 17.17% | 20.80%-3.6pp | 27.14%-10.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $693 | $3,160-78.1% | $2,603-73.4% | $4,876-85.8% |
| Participant deferral / active EE | $2,000 | $3,777-47.0% | $3,317-39.7% | $5,439-63.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |