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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 | $64,426 | $107,030-39.8% | $73,550-12.4% | $147,586-56.3% |
| Participation rate | 28.6% | 66.4%-37.8pp | 54.9%-26.4pp | 82.8%-54.3pp |
| Annual return | 18.58% | 38.25%-19.7pp | -15.16%+33.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $479 | $1,760-72.8% | $1,219-60.7% | $4,876-90.2% |
| Participant deferral / active EE | $994 | $2,458-59.6% | $1,804-44.9% | $5,439-81.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |