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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 | $33,609 | $103,038-67.4% | $90,324-62.8% | $152,909-78.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 231.17% | 95.25%+135.9pp | 78.15%+153.0pp | 345.46%-114.3pp |
| Employer contribution / active EE | $1,090 | $3,141-65.3% | $2,856-61.8% | $4,764-77.1% |
| Participant deferral / active EE | $3,007 | $4,282-29.8% | $3,885-22.6% | $5,851-48.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |