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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 | $22,712 | $29,667-23.4% | $56,441-59.8% | $80,874-71.9% |
| Participation rate | 28.4% | 41.7%-13.3pp | 52.5%-24.1pp | 67.6%-39.3pp |
| Annual return | 60.87% | 35.22%+25.6pp | 1704.21%-1643.3pp | 35.62%+25.2pp |
| Employer contribution / active EE | $491 | $669-26.6% | $1,039-52.7% | $2,756-82.2% |
| Participant deferral / active EE | $1,351 | $1,227+10.1% | $1,953-30.8% | $4,297-68.6% |
| Admin fee / account holder | $128 | $2,429-94.7% | $2,829-95.5% | $6,935-98.1% |