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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 | $62,797 | $27,936+124.8% | $58,561+7.2% | $75,173-16.5% |
| Participation rate | 26.7% | 38.8%-12.2pp | 50.9%-24.2pp | 67.2%-40.5pp |
| Annual return | 19.75% | 44.21%-24.5pp | 4251.33%-4231.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $276 | $670-58.7% | $1,053-73.8% | $2,671-89.7% |
| Participant deferral / active EE | $1,825 | $1,202+51.9% | $1,923-5.1% | $4,126-55.8% |
| Admin fee / account holder | $151 | $1,727-91.3% | $2,520-94.0% | $5,651-97.3% |