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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 | $103,366 | $72,426+42.7% | $67,560+53.0% | $145,897-29.2% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.5pp | 80.3%-34.9pp |
| Annual return | 17.31% | 7226.78%-7209.5pp | 3533.50%-3516.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,599 | $3,074-48.0% | $2,737-41.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,736 | $4,785-42.8% | $4,004-31.7% | $6,689-59.1% |
| Admin fee / account holder | $12 | $5,514-99.8% | $3,994-99.7% | $13,390-99.9% |