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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 | $29,733+58.6% | $56,025-15.8% | $80,959-41.8% |
| Participation rate | 11.8% | 41.7%-30.0pp | 52.5%-40.7pp | 67.7%-55.9pp |
| Annual return | 11.58% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $291 | $672-56.7% | $1,042-72.1% | $2,757-89.5% |
| Participant deferral / active EE | $1,482 | $1,229+20.5% | $1,955-24.2% | $4,300-65.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |