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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 | $29,733+142.1% | $56,025+28.5% | $80,959-11.1% |
| Participation rate | 28.6% | 41.7%-13.2pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 11.68% | 35.28%-23.6pp | 1712.69%-1701.0pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,024 | $672+52.4% | $1,042-1.7% | $2,757-62.9% |
| Participant deferral / active EE | $1,624 | $1,229+32.1% | $1,955-16.9% | $4,300-62.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |