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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 | $33,714 | $98,766-65.9% | $149,730-77.5% | $79,852-57.8% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.5%-51.9pp | 69.6%-39.1pp |
| Annual return | 37.36% | 27.43%+9.9pp | 276.70%-239.3pp | 31.72%+5.6pp |
| Employer contribution / active EE | $941 | $3,217-70.7% | $4,645-79.7% | $2,471-61.9% |
| Participant deferral / active EE | $4,249 | $5,681-25.2% | $6,843-37.9% | $3,740+13.6% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |