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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 | $42,088 | $101,063-58.4% | $81,473-48.3% | $147,586-71.5% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | 72.99% | 32.41%+40.6pp | 38.78%+34.2pp | 578.59%-505.6pp |
| Employer contribution / active EE | $288 | $3,206-91.0% | $2,568-88.8% | $4,876-94.1% |
| Participant deferral / active EE | $2,703 | $4,242-36.3% | $3,537-23.6% | $5,439-50.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |