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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 | $57,072 | $80,674-29.3% | $119,126-52.1% | $64,340-11.3% |
| Participation rate | 40.5% | 55.2%-14.7pp | 75.8%-35.3pp | 55.2%-14.8pp |
| Annual return | 20.07% | 26.86%-6.8pp | 282.11%-262.0pp | 24.14%-4.1pp |
| Employer contribution / active EE | $781 | $2,564-69.5% | $4,034-80.6% | $1,862-58.0% |
| Participant deferral / active EE | $2,646 | $3,053-13.3% | $5,318-50.2% | $2,980-11.2% |
| Admin fee / account holder | $10 | $4,559-99.8% | $10,693-99.9% | $3,703-99.7% |