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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 | $33,463 | $63,346-47.2% | $92,240-63.7% | $70,126-52.3% |
| Participation rate | 16.7% | 68.7%-52.0pp | 76.5%-59.8pp | 69.5%-52.9pp |
| Annual return | 27.37% | 530.19%-502.8pp | 176.29%-148.9pp | 73.15%-45.8pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,680-81.7% | $2,343-71.3% |
| Participant deferral / active EE | $2,638 | $2,854-7.6% | $3,897-32.3% | $3,332-20.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |