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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 | $45,740 | $29,733+53.8% | $56,025-18.4% | $80,959-43.5% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.7%-55.5pp |
| Annual return | 14.05% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $219 | $672-67.4% | $1,042-79.0% | $2,757-92.1% |
| Participant deferral / active EE | $1,208 | $1,229-1.8% | $1,955-38.2% | $4,300-71.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |