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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 | $34,300 | $98,760-65.3% | $149,715-77.1% | $79,858-57.0% |
| Participation rate | 37.1% | 75.8%-38.6pp | 82.5%-45.3pp | 69.6%-32.5pp |
| Annual return | 19.00% | 27.43%-8.4pp | 276.66%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,364 | $3,217-57.6% | $4,645-70.6% | $2,471-44.8% |
| Participant deferral / active EE | $2,581 | $5,681-54.6% | $6,842-62.3% | $3,740-31.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |