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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 | $10,862 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.0%-49.2pp |
| Annual return | 19.16% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $441 | $2,788-84.2% | $2,649-83.4% | $4,156-89.4% |
| Participant deferral / active EE | $882 | $4,410-80.0% | $4,123-78.6% | $6,407-86.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |