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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 | $40,734 | $48,327-15.7% | $67,575-39.7% | $80,935-49.7% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 16.20% | 18.31%-2.1pp | 3528.98%-3512.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $466 | $2,022-77.0% | $2,736-83.0% | $2,757-83.1% |
| Participant deferral / active EE | $1,539 | $2,927-47.4% | $4,003-61.6% | $4,299-64.2% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |