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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 | $80,638 | $27,936+188.7% | $58,561+37.7% | $75,173+7.3% |
| Participation rate | 38.9% | 38.8%0pp | 50.9%-12.0pp | 67.2%-28.3pp |
| Annual return | 22.87% | 44.21%-21.3pp | 4251.33%-4228.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $886 | $670+32.4% | $1,053-15.9% | $2,671-66.8% |
| Participant deferral / active EE | $1,918 | $1,202+59.6% | $1,923-0.3% | $4,126-53.5% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |