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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 | $29,716+97.6% | $56,077+4.7% | $80,925-27.4% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 14.47% | 35.30%-20.8pp | 1709.28%-1694.8pp | 35.65%-21.2pp |
| Employer contribution / active EE | $289 | $671-56.9% | $1,040-72.2% | $2,756-89.5% |
| Participant deferral / active EE | $1,015 | $1,228-17.4% | $1,954-48.1% | $4,299-76.4% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |