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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 | $14,352 | $109,908-86.9% | $97,161-85.2% | $145,978-90.2% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 11.35% | 243.80%-232.4pp | 75.36%-64.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $623 | $3,077-79.7% | $2,723-77.1% | $4,662-86.6% |
| Participant deferral / active EE | $844 | $4,679-82.0% | $4,265-80.2% | $6,690-87.4% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |