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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 | $39,524 | $118,919-66.8% | $88,538-55.4% | $152,897-74.1% |
| Participation rate | 30.4% | 73.4%-42.9pp | 68.7%-38.3pp | 82.5%-52.0pp |
| Annual return | 22.27% | 47.92%-25.7pp | 43.64%-21.4pp | 345.43%-323.2pp |
| Employer contribution / active EE | $958 | $2,669-64.1% | $2,098-54.3% | $4,764-79.9% |
| Participant deferral / active EE | $2,472 | $3,549-30.3% | $2,914-15.2% | $5,851-57.8% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |