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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 | $88,351 | $39,028+126.4% | $80,741+9.4% | $85,847+2.9% |
| Participation rate | 5.7% | 41.6%-35.8pp | 54.2%-48.4pp | 69.3%-63.6pp |
| Annual return | 25.68% | 26.31%-0.6pp | 87.30%-61.6pp | 318.61%-292.9pp |
| Employer contribution / active EE | $517 | $722-28.5% | $1,160-55.5% | $2,565-79.9% |
| Participant deferral / active EE | $520 | $1,326-60.8% | $2,145-75.8% | $3,952-86.8% |
| Admin fee / account holder | $20 | $2,429-99.2% | $3,380-99.4% | $6,261-99.7% |