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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 | $103,508 | $27,632+274.6% | $61,399+68.6% | $68,495+51.1% |
| Participation rate | 22.2% | 39.5%-17.3pp | 52.6%-30.3pp | 67.9%-45.7pp |
| Annual return | 190.88% | -13.24%+204.1pp | 338.81%-147.9pp | -7.84%+198.7pp |
| Employer contribution / active EE | $331 | $696-52.4% | $1,159-71.5% | $2,596-87.3% |
| Participant deferral / active EE | $1,952 | $1,264+54.5% | $2,124-8.1% | $4,028-51.5% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,131-99.9% | $5,403-100.0% |