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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 | $31,875 | $106,247-70.0% | $96,515-67.0% | $139,466-77.1% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 18.65% | 38.47%-19.8pp | 35.73%-17.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $865 | $4,106-78.9% | $3,740-76.9% | $4,754-81.8% |
| Participant deferral / active EE | $2,893 | $5,456-47.0% | $4,880-40.7% | $6,712-56.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |