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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 | $81,702 | $29,733+174.8% | $56,025+45.8% | $80,959+0.9% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.7%-55.7pp |
| Annual return | 17.52% | 35.28%-17.8pp | 1712.69%-1695.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $365 | $672-45.6% | $1,042-64.9% | $2,757-86.8% |
| Participant deferral / active EE | $3,241 | $1,229+163.6% | $1,955+65.8% | $4,300-24.6% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |