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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 | $23,172 | $65,555-64.7% | $86,216-73.1% | $75,173-69.2% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | 21.20% | 46.07%-24.9pp | 1169.42%-1148.2pp | 160.72%-139.5pp |
| Employer contribution / active EE | $839 | $1,553-46.0% | $2,382-64.8% | $2,671-68.6% |
| Participant deferral / active EE | $2,694 | $3,023-10.9% | $3,986-32.4% | $4,126-34.7% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |