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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 | $20,539 | $113,338-81.9% | $94,993-78.4% | $147,586-86.1% |
| Participation rate | 38.5% | 78.0%-39.5pp | 73.9%-35.4pp | 82.8%-44.4pp |
| Annual return | 40.50% | 20.80%+19.7pp | 27.14%+13.4pp | 578.59%-538.1pp |
| Employer contribution / active EE | $943 | $3,160-70.2% | $2,603-63.8% | $4,876-80.7% |
| Participant deferral / active EE | $2,523 | $3,777-33.2% | $3,317-23.9% | $5,439-53.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |