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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 | $54,315 | $27,936+94.4% | $58,561-7.2% | $75,173-27.7% |
| Participation rate | 17.9% | 38.8%-21.0pp | 50.9%-33.0pp | 67.2%-49.3pp |
| Annual return | 24.78% | 44.21%-19.4pp | 4251.33%-4226.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $441 | $670-34.1% | $1,053-58.1% | $2,671-83.5% |
| Participant deferral / active EE | $1,817 | $1,202+51.2% | $1,923-5.5% | $4,126-56.0% |
| Admin fee / account holder | $1 | $1,727-99.9% | $2,520-100.0% | $5,651-100.0% |