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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 | $58,729 | $29,733+97.5% | $56,025+4.8% | $80,959-27.5% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 14.47% | 35.28%-20.8pp | 1712.69%-1698.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $289 | $672-57.0% | $1,042-72.3% | $2,757-89.5% |
| Participant deferral / active EE | $1,015 | $1,229-17.5% | $1,955-48.1% | $4,300-76.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |