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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 | $29,733-33.9% | $56,025-64.9% | $80,959-75.7% |
| Participation rate | 25.9% | 41.7%-15.8pp | 52.5%-26.6pp | 67.7%-41.7pp |
| Annual return | 58.20% | 35.28%+22.9pp | 1712.69%-1654.5pp | 35.67%+22.5pp |
| Employer contribution / active EE | $528 | $672-21.4% | $1,042-49.3% | $2,757-80.8% |
| Participant deferral / active EE | $718 | $1,229-41.6% | $1,955-63.3% | $4,300-83.3% |
| Admin fee / account holder | $218 | $2,434-91.0% | $2,828-92.3% | $6,925-96.9% |