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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 | $54,843 | $99,345-44.8% | $84,753-35.3% | $273,972-80.0% |
| Participation rate | 22.2% | 80.7%-58.5pp | 76.6%-54.4pp | 83.0%-60.8pp |
| Annual return | 172.68% | 22.93%+149.7pp | 22.78%+149.9pp | 41.46%+131.2pp |
| Employer contribution / active EE | $691 | $4,214-83.6% | $3,574-80.7% | $4,869-85.8% |
| Participant deferral / active EE | $3,133 | $4,270-26.6% | $3,712-15.6% | $5,287-40.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |