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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 | $38,036 | $70,684-46.2% | $169,397-77.5% | $75,177-49.4% |
| Participation rate | 35.1% | 64.8%-29.7pp | 77.2%-42.0pp | 67.2%-32.1pp |
| Annual return | 16.44% | 36.38%-19.9pp | 406.23%-389.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $523 | $2,211-76.3% | $4,013-87.0% | $2,671-80.4% |
| Participant deferral / active EE | $2,353 | $4,310-45.4% | $6,223-62.2% | $4,126-43.0% |
| Admin fee / account holder | $1 | $5,404-100.0% | $9,017-100.0% | $5,651-100.0% |