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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 | $19,895 | $65,555-69.7% | $86,216-76.9% | $75,173-73.5% |
| Participation rate | 39.3% | 60.5%-21.2pp | 69.0%-29.7pp | 67.2%-27.9pp |
| Annual return | 26.89% | 46.07%-19.2pp | 1169.42%-1142.5pp | 160.72%-133.8pp |
| Employer contribution / active EE | $920 | $1,553-40.8% | $2,382-61.4% | $2,671-65.6% |
| Participant deferral / active EE | $3,249 | $3,023+7.5% | $3,986-18.5% | $4,126-21.3% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |