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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 | $25,689 | $107,368-76.1% | $92,915-72.4% | $152,909-83.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 20.92% | 145.64%-124.7pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $878 | $4,222-79.2% | $3,653-76.0% | $4,764-81.6% |
| Participant deferral / active EE | $1,556 | $4,848-67.9% | $4,238-63.3% | $5,851-73.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |