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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 | $12,711 | $27,936-54.5% | $58,561-78.3% | $75,173-83.1% |
| Participation rate | 28.8% | 38.8%-10.0pp | 50.9%-22.0pp | 67.2%-38.4pp |
| Annual return | 40.21% | 44.21%-4.0pp | 4251.33%-4211.1pp | 160.72%-120.5pp |
| Employer contribution / active EE | $822 | $670+22.8% | $1,053-22.0% | $2,671-69.2% |
| Participant deferral / active EE | $1,559 | $1,202+29.7% | $1,923-19.0% | $4,126-62.2% |
| Admin fee / account holder | $186 | $1,727-89.3% | $2,520-92.6% | $5,651-96.7% |