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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 | $37,043 | $28,624+29.4% | $53,647-31.0% | $82,637-55.2% |
| Participation rate | 7.8% | 47.3%-39.4pp | 56.3%-48.4pp | 68.1%-60.2pp |
| Annual return | 27.36% | 664.98%-637.6pp | 358.33%-331.0pp | 53.51%-26.1pp |
| Employer contribution / active EE | $238 | $637-62.6% | $962-75.2% | $2,552-90.7% |
| Participant deferral / active EE | $666 | $1,196-44.4% | $1,813-63.3% | $4,126-83.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |