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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 | $24,309 | $29,736-18.3% | $56,033-56.6% | $80,935-70.0% |
| Participation rate | 27.3% | 41.7%-14.4pp | 52.5%-25.2pp | 67.7%-40.4pp |
| Annual return | 18.77% | 35.28%-16.5pp | 1711.38%-1692.6pp | 35.66%-16.9pp |
| Employer contribution / active EE | $550 | $671-18.1% | $1,041-47.2% | $2,757-80.1% |
| Participant deferral / active EE | $748 | $1,228-39.1% | $1,954-61.7% | $4,299-82.6% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |