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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 | $88,945 | $48,570+83.1% | $130,660-31.9% | $72,975+21.9% |
| Participation rate | 29.3% | 58.6%-29.2pp | 71.7%-42.4pp | 69.5%-40.1pp |
| Annual return | 19.70% | 38.63%-18.9pp | 1709.29%-1689.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,148 | $2,384-51.8% | $3,603-68.1% | $3,608-68.2% |
| Admin fee / account holder | $278 | $3,549-92.2% | $5,463-94.9% | $5,124-94.6% |