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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 | $33,403 | $29,736+12.3% | $56,033-40.4% | $80,935-58.7% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 16.91% | 35.28%-18.4pp | 1711.38%-1694.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $343 | $671-48.9% | $1,041-67.1% | $2,757-87.6% |
| Participant deferral / active EE | $533 | $1,228-56.6% | $1,954-72.7% | $4,299-87.6% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |