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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 | $20,137 | $103,008-80.5% | $90,304-77.7% | $152,897-86.8% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 18.93% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $756 | $3,139-75.9% | $2,855-73.5% | $4,764-84.1% |
| Participant deferral / active EE | $879 | $4,281-79.5% | $3,885-77.4% | $5,851-85.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |