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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 | $73,952 | $103,008-28.2% | $90,304-18.1% | $152,897-51.6% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 27.68% | 95.22%-67.5pp | 78.13%-50.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $638 | $3,139-79.7% | $2,855-77.6% | $4,764-86.6% |
| Participant deferral / active EE | $2,452 | $4,281-42.7% | $3,885-36.9% | $5,851-58.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |