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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 | $57,798 | $29,716+94.5% | $56,077+3.1% | $80,925-28.6% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 13.69% | 35.30%-21.6pp | 1709.28%-1695.6pp | 35.65%-22.0pp |
| Employer contribution / active EE | $452 | $671-32.6% | $1,040-56.5% | $2,756-83.6% |
| Participant deferral / active EE | $1,897 | $1,228+54.4% | $1,954-2.9% | $4,299-55.9% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |