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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 | $57,192 | $69,274-17.4% | $64,097-10.8% | $139,487-59.0% |
| Participation rate | 23.8% | 75.6%-51.8pp | 72.3%-48.5pp | 80.3%-56.5pp |
| Annual return | 30.63% | 46.00%-15.4pp | 33.75%-3.1pp | 373.84%-343.2pp |
| Employer contribution / active EE | $597 | $3,187-81.3% | $2,750-78.3% | $4,755-87.5% |
| Participant deferral / active EE | $3,398 | $4,685-27.5% | $3,881-12.5% | $6,713-49.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |