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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 | $40,438 | $27,943+44.7% | $58,507-30.9% | $75,177-46.2% |
| Participation rate | 43.2% | 38.8%+4.4pp | 50.9%-7.6pp | 67.2%-24.0pp |
| Annual return | 21.07% | 44.22%-23.2pp | 4252.32%-4231.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $913 | $670+36.3% | $1,053-13.3% | $2,671-65.8% |
| Participant deferral / active EE | $1,350 | $1,202+12.4% | $1,922-29.8% | $4,126-67.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |