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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 | $28,724 | $107,030-73.2% | $73,550-60.9% | $147,586-80.5% |
| Participation rate | 26.7% | 66.4%-39.7pp | 54.9%-28.3pp | 82.8%-56.2pp |
| Annual return | 28.29% | 38.25%-10.0pp | -15.16%+43.5pp | 578.59%-550.3pp |
| Employer contribution / active EE | $1,542 | $1,760-12.4% | $1,219+26.5% | $4,876-68.4% |
| Participant deferral / active EE | $1,673 | $2,458-32.0% | $1,804-7.3% | $5,439-69.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |