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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 | $90,968 | $116,434-21.9% | $65,583+38.7% | $139,487-34.8% |
| Participation rate | 50.0% | 67.9%-17.9pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 38.07% | 31.34%+6.7pp | 47.46%-9.4pp | 373.84%-335.8pp |
| Employer contribution / active EE | $600 | $2,602-76.9% | $1,692-64.5% | $4,755-87.4% |
| Participant deferral / active EE | $12,000 | $4,245+182.7% | $2,833+323.6% | $6,713+78.8% |
| Admin fee / account holder | $20 | $6,696-99.7% | $4,112-99.5% | $11,407-99.8% |