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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 | $27,300 | $99,652-72.6% | $78,778-65.3% | $147,586-81.5% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 18.22% | 47.28%-29.1pp | 35.62%-17.4pp | 578.59%-560.4pp |
| Employer contribution / active EE | $522 | $2,796-81.3% | $1,986-73.7% | $4,876-89.3% |
| Participant deferral / active EE | $2,314 | $3,664-36.8% | $2,958-21.8% | $5,439-57.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |