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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 | $20,450 | $49,891-59.0% | $80,607-74.6% | $75,181-72.8% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 25.37% | 34.67%-9.3pp | 936.11%-910.7pp | 160.69%-135.3pp |
| Employer contribution / active EE | $904 | $1,698-46.8% | $2,724-66.8% | $2,671-66.1% |
| Participant deferral / active EE | $1,839 | $2,991-38.5% | $4,448-58.6% | $4,126-55.4% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |