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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 | $54,556 | $67,823-19.6% | $52,425+4.1% | $137,256-60.3% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 18.76% | 219.11%-200.4pp | 302.12%-283.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $203 | $1,163-82.5% | $914-77.8% | $4,156-95.1% |
| Participant deferral / active EE | $3,423 | $2,288+49.6% | $1,790+91.2% | $6,407-46.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |