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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 | $15,075 | $107,015-85.9% | $73,545-79.5% | $147,585-89.8% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 23.57% | 38.25%-14.7pp | -15.16%+38.7pp | 578.57%-555.0pp |
| Employer contribution / active EE | $692 | $1,760-60.7% | $1,219-43.2% | $4,876-85.8% |
| Participant deferral / active EE | $2,581 | $2,462+4.9% | $1,806+42.9% | $5,439-52.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |