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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 | $107,341-76.1% | $92,897-72.3% | $152,870-83.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 20.92% | 145.59%-124.7pp | 109.42%-88.5pp | 345.34%-324.4pp |
| Employer contribution / active EE | $878 | $4,221-79.2% | $3,653-76.0% | $4,763-81.6% |
| Participant deferral / active EE | $1,556 | $4,847-67.9% | $4,238-63.3% | $5,850-73.4% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |