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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 | $37,290 | $100,901-63.0% | $75,501-50.6% | $147,586-74.7% |
| Participation rate | 25.0% | 77.1%-52.1pp | 72.4%-47.4pp | 82.8%-57.8pp |
| Annual return | 19.05% | 35.78%-16.7pp | 27.35%-8.3pp | 578.59%-559.5pp |
| Employer contribution / active EE | $483 | $3,253-85.1% | $2,352-79.4% | $4,876-90.1% |
| Participant deferral / active EE | $850 | $4,027-78.9% | $3,142-73.0% | $5,439-84.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |