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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 | $25,068 | $107,030-76.6% | $73,550-65.9% | $147,586-83.0% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 34.15% | 38.25%-4.1pp | -15.16%+49.3pp | 578.59%-544.4pp |
| Employer contribution / active EE | $600 | $1,760-65.9% | $1,219-50.8% | $4,876-87.7% |
| Participant deferral / active EE | $3,000 | $2,458+22.0% | $1,804+66.3% | $5,439-44.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |