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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 | $16,933 | $84,236-79.9% | $170,435-90.1% | $70,126-75.9% |
| Participation rate | 32.6% | 70.8%-38.3pp | 83.6%-51.0pp | 69.5%-37.0pp |
| Annual return | 44.96% | 23.06%+21.9pp | 205.94%-161.0pp | 73.15%-28.2pp |
| Employer contribution / active EE | $557 | $3,387-83.5% | $5,432-89.7% | $2,343-76.2% |
| Participant deferral / active EE | $1,400 | $3,086-54.6% | $4,939-71.6% | $3,332-58.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |