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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 | $35,936 | $63,346-43.3% | $92,240-61.0% | $70,126-48.8% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 14.58% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $925 | $2,471-62.6% | $3,680-74.9% | $2,343-60.5% |
| Participant deferral / active EE | $2,193 | $2,854-23.2% | $3,897-43.7% | $3,332-34.2% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |