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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 | $30,398 | $70,684-57.0% | $169,397-82.1% | $75,177-59.6% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.2%-43.8pp | 67.2%-33.9pp |
| Annual return | 26.12% | 36.38%-10.3pp | 406.23%-380.1pp | 160.75%-134.6pp |
| Employer contribution / active EE | $1,424 | $2,211-35.6% | $4,013-64.5% | $2,671-46.7% |
| Participant deferral / active EE | $1,857 | $4,310-56.9% | $6,223-70.2% | $4,126-55.0% |
| Admin fee / account holder | $1 | $5,404-100.0% | $9,017-100.0% | $5,651-100.0% |