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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 | $19,564 | $84,236-76.8% | $170,435-88.5% | $70,126-72.1% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 30.39% | 23.06%+7.3pp | 205.94%-175.6pp | 73.15%-42.8pp |
| Employer contribution / active EE | $1,990 | $3,387-41.2% | $5,432-63.4% | $2,343-15.0% |
| Participant deferral / active EE | $3,936 | $3,086+27.6% | $4,939-20.3% | $3,332+18.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |