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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 | $54,622 | $29,319+86.3% | $52,425+4.2% | $82,448-33.7% |
| Participation rate | 26.8% | 46.9%-20.1pp | 55.6%-28.8pp | 68.1%-41.3pp |
| Annual return | 26.34% | 535.20%-508.9pp | 302.12%-275.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $339 | $586-42.2% | $914-62.9% | $2,551-86.7% |
| Participant deferral / active EE | $1,094 | $1,171-6.6% | $1,790-38.9% | $4,139-73.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |