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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 | $23,690 | $65,961-64.1% | $180,320-86.9% | $94,015-74.8% |
| Participation rate | 60.7% | 61.3%-0.5pp | 71.5%-10.8pp | 70.8%-10.1pp |
| Annual return | 33.84% | 14.27%+19.6pp | 778.54%-744.7pp | 17.84%+16.0pp |
| Employer contribution / active EE | $1,528 | $1,737-12.1% | $4,108-62.8% | $2,790-45.2% |
| Participant deferral / active EE | $2,147 | $3,003-28.5% | $4,304-50.1% | $4,249-49.5% |
| Admin fee / account holder | $0 | $4,901-100.0% | $10,000-100.0% | $8,951-100.0% |