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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 | $29,667+161.8% | $56,441+37.6% | $80,874-4.0% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 20.93% | 35.22%-14.3pp | 1704.21%-1683.3pp | 35.62%-14.7pp |
| Employer contribution / active EE | $362 | $669-45.9% | $1,039-65.1% | $2,756-86.9% |
| Participant deferral / active EE | $370 | $1,227-69.8% | $1,953-81.1% | $4,297-91.4% |
| Admin fee / account holder | $19 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |