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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 | $59,866 | $51,638+15.9% | $68,368-12.4% | $82,448-27.4% |
| Participation rate | 23.9% | 63.6%-39.7pp | 73.8%-49.8pp | 68.1%-44.2pp |
| Annual return | 15.38% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $756 | $2,047-63.1% | $2,649-71.5% | $2,551-70.4% |
| Participant deferral / active EE | $1,153 | $2,914-60.4% | $4,123-72.0% | $4,139-72.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |