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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 | $94,065 | $29,736+216.3% | $56,033+67.9% | $80,935+16.2% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.7%-53.4pp |
| Annual return | 15.61% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $302 | $671-55.0% | $1,041-71.0% | $2,757-89.1% |
| Participant deferral / active EE | $1,291 | $1,228+5.1% | $1,954-33.9% | $4,299-70.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |