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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 | $29,716+161.3% | $56,077+38.5% | $80,925-4.0% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 20.93% | 35.30%-14.4pp | 1709.28%-1688.3pp | 35.65%-14.7pp |
| Employer contribution / active EE | $362 | $671-46.0% | $1,040-65.2% | $2,756-86.9% |
| Participant deferral / active EE | $370 | $1,228-69.9% | $1,954-81.1% | $4,299-91.4% |
| Admin fee / account holder | $19 | $2,432-99.2% | $2,825-99.3% | $6,940-99.7% |