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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 | $23,532 | $65,961-64.3% | $180,320-86.9% | $94,015-75.0% |
| Participation rate | 64.0% | 61.3%+2.7pp | 71.5%-7.5pp | 70.8%-6.8pp |
| Annual return | 18.58% | 14.27%+4.3pp | 778.54%-760.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $640 | $1,737-63.2% | $4,108-84.4% | $2,790-77.1% |
| Participant deferral / active EE | $2,957 | $3,003-1.5% | $4,304-31.3% | $4,249-30.4% |
| Admin fee / account holder | $0 | $4,901-100.0% | $10,000-100.0% | $8,951-100.0% |