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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 | $36,809 | $67,823-45.7% | $52,425-29.8% | $137,256-73.2% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 14.81% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $136 | $1,163-88.3% | $914-85.1% | $4,156-96.7% |
| Participant deferral / active EE | $1,542 | $2,288-32.6% | $1,790-13.9% | $6,407-75.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |