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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 | $20,271 | $103,008-80.3% | $90,304-77.6% | $152,897-86.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 44.85% | 95.22%-50.4pp | 78.13%-33.3pp | 345.43%-300.6pp |
| Employer contribution / active EE | $860 | $3,139-72.6% | $2,855-69.9% | $4,764-81.9% |
| Participant deferral / active EE | $3,423 | $4,281-20.1% | $3,885-11.9% | $5,851-41.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |