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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 | $19,655 | $29,716-33.9% | $56,077-65.0% | $80,925-75.7% |
| Participation rate | 25.9% | 41.7%-15.8pp | 52.5%-26.6pp | 67.7%-41.7pp |
| Annual return | 58.20% | 35.30%+22.9pp | 1709.28%-1651.1pp | 35.65%+22.6pp |
| Employer contribution / active EE | $528 | $671-21.3% | $1,040-49.2% | $2,756-80.8% |
| Participant deferral / active EE | $718 | $1,228-41.6% | $1,954-63.3% | $4,299-83.3% |
| Admin fee / account holder | $218 | $2,432-91.0% | $2,825-92.3% | $6,940-96.9% |