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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 | $29,526 | $67,823-56.5% | $52,425-43.7% | $137,256-78.5% |
| Participation rate | 36.8% | 63.9%-27.1pp | 55.6%-18.8pp | 80.0%-43.1pp |
| Annual return | 18.37% | 219.11%-200.7pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $542 | $1,163-53.4% | $914-40.7% | $4,156-87.0% |
| Participant deferral / active EE | $1,678 | $2,288-26.7% | $1,790-6.3% | $6,407-73.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |