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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 | $29,733-23.6% | $56,025-59.5% | $80,959-71.9% |
| Participation rate | 28.4% | 41.7%-13.3pp | 52.5%-24.1pp | 67.7%-39.3pp |
| Annual return | 60.87% | 35.28%+25.6pp | 1712.69%-1651.8pp | 35.67%+25.2pp |
| Employer contribution / active EE | $491 | $672-26.9% | $1,042-52.9% | $2,757-82.2% |
| Participant deferral / active EE | $1,351 | $1,229+9.9% | $1,955-30.9% | $4,300-68.6% |
| Admin fee / account holder | $128 | $2,434-94.7% | $2,828-95.5% | $6,925-98.1% |