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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 | $88,010 | $107,030-17.8% | $73,550+19.7% | $147,586-40.4% |
| Participation rate | 42.9% | 66.4%-23.5pp | 54.9%-12.1pp | 82.8%-40.0pp |
| Annual return | 11.95% | 38.25%-26.3pp | -15.16%+27.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $194 | $1,760-89.0% | $1,219-84.1% | $4,876-96.0% |
| Participant deferral / active EE | $243 | $2,458-90.1% | $1,804-86.6% | $5,439-95.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |