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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 | $80,604 | $53,128+51.7% | $86,582-6.9% | $70,126+14.9% |
| Participation rate | 19.2% | 65.3%-46.1pp | 73.5%-54.3pp | 69.5%-50.3pp |
| Annual return | 18.90% | 27.66%-8.8pp | 965.08%-946.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $373 | $2,068-82.0% | $2,839-86.9% | $2,343-84.1% |
| Participant deferral / active EE | $1,148 | $2,695-57.4% | $3,609-68.2% | $3,332-65.6% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |