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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 | $44,799 | $28,624+56.5% | $53,647-16.5% | $82,637-45.8% |
| Participation rate | 16.2% | 47.3%-31.1pp | 56.3%-40.1pp | 68.1%-51.8pp |
| Annual return | 28.57% | 664.98%-636.4pp | 358.33%-329.8pp | 53.51%-24.9pp |
| Employer contribution / active EE | $576 | $637-9.5% | $962-40.1% | $2,552-77.4% |
| Participant deferral / active EE | $860 | $1,196-28.1% | $1,813-52.5% | $4,126-79.1% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |