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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 | $23,059 | $29,733-22.4% | $56,025-58.8% | $80,959-71.5% |
| Participation rate | 39.3% | 41.7%-2.4pp | 52.5%-13.2pp | 67.7%-28.4pp |
| Annual return | 14.80% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,020 | $672+51.9% | $1,042-2.0% | $2,757-63.0% |
| Participant deferral / active EE | $1,447 | $1,229+17.7% | $1,955-26.0% | $4,300-66.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |