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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 | $29,667+142.6% | $56,441+27.5% | $80,874-11.0% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 11.68% | 35.22%-23.5pp | 1704.21%-1692.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,024 | $669+53.0% | $1,039-1.4% | $2,756-62.8% |
| Participant deferral / active EE | $1,624 | $1,227+32.4% | $1,953-16.8% | $4,297-62.2% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |