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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 | $34,609 | $27,924+23.9% | $58,544-40.9% | $75,181-54.0% |
| Participation rate | 31.6% | 38.8%-7.3pp | 50.9%-19.3pp | 67.2%-35.6pp |
| Annual return | 18.67% | 44.20%-25.5pp | 4249.56%-4230.9pp | 160.69%-142.0pp |
| Employer contribution / active EE | $775 | $669+15.8% | $1,053-26.4% | $2,671-71.0% |
| Participant deferral / active EE | $3,029 | $1,202+152.1% | $1,923+57.5% | $4,126-26.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |