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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 | $39,063 | $34,316+13.8% | $74,723-47.7% | $72,976-46.5% |
| Participation rate | 6.4% | 42.4%-36.0pp | 54.5%-48.1pp | 69.5%-63.1pp |
| Annual return | 17.64% | 26.58%-8.9pp | 753.18%-735.5pp | 81.02%-63.4pp |
| Employer contribution / active EE | $152 | $692-78.1% | $1,084-86.0% | $2,440-93.8% |
| Participant deferral / active EE | $612 | $1,272-51.9% | $1,962-68.8% | $3,608-83.0% |
| Admin fee / account holder | $20 | $2,125-99.1% | $3,335-99.4% | $5,124-99.6% |