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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 | $98,214 | $107,015-8.2% | $73,545+33.5% | $147,585-33.5% |
| Participation rate | 42.1% | 66.4%-24.3pp | 54.9%-12.8pp | 82.8%-40.7pp |
| Annual return | 18.87% | 38.25%-19.4pp | -15.16%+34.0pp | 578.58%-559.7pp |
| Employer contribution / active EE | $241 | $1,760-86.3% | $1,219-80.2% | $4,876-95.1% |
| Participant deferral / active EE | $944 | $2,462-61.7% | $1,806-47.7% | $5,439-82.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |