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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 | $70,366-84.6% | $66,674-83.7% | $138,895-92.2% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.7%-42.9pp | 79.9%-49.1pp |
| Annual return | 19.16% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $441 | $2,765-84.1% | $2,620-83.2% | $4,194-89.5% |
| Participant deferral / active EE | $882 | $4,374-79.8% | $4,084-78.4% | $6,396-86.2% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |