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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 | $58,241-46.4% | $81,780-61.8% | $80,911-61.4% |
| Participation rate | 16.1% | 63.4%-47.3pp | 72.4%-56.2pp | 67.6%-51.5pp |
| Annual return | 11.15% | 41.73%-30.6pp | 776.27%-765.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $776 | $2,343-66.9% | $2,914-73.4% | $2,756-71.8% |
| Participant deferral / active EE | $1,643 | $3,283-49.9% | $4,321-62.0% | $4,297-61.8% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |