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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 | $82,134 | $67,823+21.1% | $52,425+56.7% | $137,256-40.2% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 20.28% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $471 | $1,163-59.5% | $914-48.5% | $4,156-88.7% |
| Participant deferral / active EE | $1,105 | $2,288-51.7% | $1,790-38.3% | $6,407-82.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |