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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 | $18,087 | $48,570-62.8% | $130,660-86.2% | $72,983-75.2% |
| Participation rate | 42.9% | 58.6%-15.7pp | 71.7%-28.9pp | 69.5%-26.6pp |
| Annual return | 29.56% | 38.63%-9.1pp | 1709.29%-1679.7pp | 81.01%-51.4pp |
| Employer contribution / active EE | $821 | $1,334-38.4% | $4,092-79.9% | $2,440-66.3% |
| Participant deferral / active EE | $2,799 | $2,384+17.4% | $3,603-22.3% | $3,608-22.4% |
| Admin fee / account holder | $133 | $3,549-96.2% | $5,463-97.6% | $5,124-97.4% |