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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 | $67,215 | $107,015-37.2% | $73,545-8.6% | $147,585-54.5% |
| Participation rate | 28.6% | 66.4%-37.8pp | 54.9%-26.4pp | 82.8%-54.3pp |
| Annual return | 18.54% | 38.25%-19.7pp | -15.16%+33.7pp | 578.57%-560.0pp |
| Employer contribution / active EE | $86 | $1,760-95.1% | $1,219-92.9% | $4,876-98.2% |
| Participant deferral / active EE | $2,798 | $2,462+13.7% | $1,806+54.9% | $5,439-48.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |