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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 | $27,886 | $110,278-74.7% | $95,740-70.9% | $139,466-80.0% |
| Participation rate | 25.0% | 75.7%-50.7pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 29.58% | 27.19%+2.4pp | 28.41%+1.2pp | 373.66%-344.1pp |
| Employer contribution / active EE | $496 | $3,260-84.8% | $2,836-82.5% | $4,754-89.6% |
| Participant deferral / active EE | $2,768 | $4,674-40.8% | $4,244-34.8% | $6,712-58.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |