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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 | $21,887 | $141,004-84.5% | $112,273-80.5% | $139,456-84.3% |
| Participation rate | 61.1% | 79.2%-18.1pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 61.88% | 32.75%+29.1pp | 30.23%+31.7pp | 373.45%-311.6pp |
| Employer contribution / active EE | $1,157 | $4,285-73.0% | $3,431-66.3% | $4,753-75.7% |
| Participant deferral / active EE | $1,582 | $5,878-73.1% | $4,800-67.0% | $6,711-76.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |