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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 | $77,055 | $107,030-28.0% | $73,550+4.8% | $147,586-47.8% |
| Participation rate | 11.1% | 66.4%-55.3pp | 54.9%-43.8pp | 82.8%-71.7pp |
| Annual return | 26.72% | 38.25%-11.5pp | -15.16%+41.9pp | 578.59%-551.9pp |
| Employer contribution / active EE | $489 | $1,760-72.2% | $1,219-59.9% | $4,876-90.0% |
| Participant deferral / active EE | $1,222 | $2,458-50.3% | $1,804-32.3% | $5,439-77.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |