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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 | $29,667+59.0% | $56,441-16.5% | $80,874-41.7% |
| Participation rate | 11.8% | 41.7%-29.9pp | 52.5%-40.7pp | 67.6%-55.9pp |
| Annual return | 11.58% | 35.22%-23.6pp | 1704.21%-1692.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $291 | $669-56.6% | $1,039-72.0% | $2,756-89.5% |
| Participant deferral / active EE | $1,482 | $1,227+20.8% | $1,953-24.1% | $4,297-65.5% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |