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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 | $60,942 | $39,028+56.2% | $80,741-24.5% | $85,847-29.0% |
| Participation rate | 17.6% | 41.6%-23.9pp | 54.2%-36.5pp | 69.3%-51.7pp |
| Annual return | 15.46% | 26.31%-10.9pp | 87.30%-71.8pp | 318.61%-303.2pp |
| Employer contribution / active EE | $160 | $722-77.9% | $1,160-86.2% | $2,565-93.8% |
| Participant deferral / active EE | $1,333 | $1,326+0.5% | $2,145-37.9% | $3,952-66.3% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |