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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 | $58,975 | $108,212-45.5% | $77,513-23.9% | $158,966-62.9% |
| Participation rate | 10.5% | 64.4%-53.9pp | 54.2%-43.7pp | 82.0%-71.4pp |
| Annual return | 31.10% | 31.67%-0.6pp | 54.81%-23.7pp | 302.95%-271.8pp |
| Employer contribution / active EE | $424 | $1,325-68.0% | $987-57.1% | $4,762-91.1% |
| Participant deferral / active EE | $2,053 | $2,455-16.4% | $1,861+10.3% | $5,983-65.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |