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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 | $67,557 | $99,652-32.2% | $78,778-14.2% | $147,586-54.2% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.2%-47.0pp | 82.8%-60.6pp |
| Annual return | 21.98% | 47.28%-25.3pp | 35.62%-13.6pp | 578.59%-556.6pp |
| Employer contribution / active EE | $611 | $2,796-78.2% | $1,986-69.2% | $4,876-87.5% |
| Participant deferral / active EE | $1,505 | $3,664-58.9% | $2,958-49.1% | $5,439-72.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |