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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 | $23,013 | $39,028-41.0% | $80,741-71.5% | $85,847-73.2% |
| Participation rate | 64.3% | 41.6%+22.7pp | 54.2%+10.1pp | 69.3%-5.0pp |
| Annual return | 21.15% | 26.31%-5.2pp | 87.30%-66.2pp | 318.61%-297.5pp |
| Employer contribution / active EE | $1,302 | $722+80.3% | $1,160+12.3% | $2,565-49.2% |
| Participant deferral / active EE | $1,830 | $1,326+38.0% | $2,145-14.7% | $3,952-53.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |