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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 | $71,985 | $29,716+142.2% | $56,077+28.4% | $80,925-11.0% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 11.68% | 35.30%-23.6pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,024 | $671+52.6% | $1,040-1.6% | $2,756-62.8% |
| Participant deferral / active EE | $1,624 | $1,228+32.2% | $1,954-16.9% | $4,299-62.2% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |