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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 | $77,653 | $29,733+161.2% | $56,025+38.6% | $80,959-4.1% |
| Participation rate | 5.3% | 41.7%-36.5pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 20.93% | 35.28%-14.4pp | 1712.69%-1691.8pp | 35.67%-14.7pp |
| Employer contribution / active EE | $362 | $672-46.1% | $1,042-65.2% | $2,757-86.9% |
| Participant deferral / active EE | $370 | $1,229-69.9% | $1,955-81.1% | $4,300-91.4% |
| Admin fee / account holder | $19 | $2,434-99.2% | $2,828-99.3% | $6,925-99.7% |