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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 | $13,244 | $104,694-87.3% | $85,709-84.5% | $167,536-92.1% |
| Participation rate | 69.2% | 76.4%-7.1pp | 69.9%-0.6pp | 82.1%-12.9pp |
| Annual return | 31.18% | 21.45%+9.7pp | 21.49%+9.7pp | 478.82%-447.6pp |
| Employer contribution / active EE | $1,431 | $3,337-57.1% | $2,619-45.3% | $4,839-70.4% |
| Participant deferral / active EE | $5,695 | $4,826+18.0% | $3,924+45.1% | $6,342-10.2% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |