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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 | $20,859 | $113,338-81.6% | $94,993-78.0% | $147,586-85.9% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 41.98% | 20.80%+21.2pp | 27.14%+14.8pp | 578.59%-536.6pp |
| Employer contribution / active EE | $959 | $3,160-69.7% | $2,603-63.2% | $4,876-80.3% |
| Participant deferral / active EE | $3,717 | $3,777-1.6% | $3,317+12.1% | $5,439-31.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |