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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 | $47,156 | $29,716+58.7% | $56,077-15.9% | $80,925-41.7% |
| Participation rate | 11.8% | 41.7%-29.9pp | 52.5%-40.7pp | 67.7%-55.9pp |
| Annual return | 11.58% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.1pp |
| Employer contribution / active EE | $291 | $671-56.7% | $1,040-72.1% | $2,756-89.5% |
| Participant deferral / active EE | $1,482 | $1,228+20.6% | $1,954-24.2% | $4,299-65.5% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |