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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 | $25,721 | $29,733-13.5% | $56,025-54.1% | $80,959-68.2% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 16.99% | 35.28%-18.3pp | 1712.69%-1695.7pp | 35.67%-18.7pp |
| Employer contribution / active EE | $264 | $672-60.7% | $1,042-74.6% | $2,757-90.4% |
| Participant deferral / active EE | $794 | $1,229-35.4% | $1,955-59.4% | $4,300-81.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |