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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 | $13,888 | $103,000-86.5% | $90,300-84.6% | $152,885-90.9% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 24.37% | 95.19%-70.8pp | 78.11%-53.7pp | 345.39%-321.0pp |
| Employer contribution / active EE | $973 | $3,138-69.0% | $2,854-65.9% | $4,763-79.6% |
| Participant deferral / active EE | $973 | $4,281-77.3% | $3,884-74.9% | $5,851-83.4% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |