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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 | $39,399 | $70,366-44.0% | $66,674-40.9% | $138,895-71.6% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 24.41% | 386.41%-362.0pp | 321.24%-296.8pp | 145.39%-121.0pp |
| Employer contribution / active EE | $958 | $2,765-65.4% | $2,620-63.4% | $4,194-77.2% |
| Participant deferral / active EE | $1,433 | $4,374-67.2% | $4,084-64.9% | $6,396-77.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |