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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 | $31,240 | $58,275-46.4% | $81,844-61.8% | $80,935-61.4% |
| Participation rate | 16.1% | 63.5%-47.3pp | 72.4%-56.3pp | 67.7%-51.5pp |
| Annual return | 11.15% | 41.82%-30.7pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $776 | $2,346-66.9% | $2,916-73.4% | $2,757-71.9% |
| Participant deferral / active EE | $1,643 | $3,285-50.0% | $4,323-62.0% | $4,299-61.8% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |