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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 | $29,670+12.6% | $56,054-40.4% | $80,911-58.7% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.6%-53.9pp |
| Annual return | 16.91% | 35.24%-18.3pp | 1705.95%-1689.0pp | 35.63%-18.7pp |
| Employer contribution / active EE | $343 | $670-48.8% | $1,039-67.0% | $2,756-87.6% |
| Participant deferral / active EE | $533 | $1,227-56.6% | $1,952-72.7% | $4,297-87.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |