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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 | $85,557 | $29,733+187.7% | $56,025+52.7% | $80,959+5.7% |
| Participation rate | 6.9% | 41.7%-34.8pp | 52.5%-45.6pp | 67.7%-60.7pp |
| Annual return | 14.74% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $307 | $672-54.3% | $1,042-70.5% | $2,757-88.9% |
| Participant deferral / active EE | $1,356 | $1,229+10.3% | $1,955-30.6% | $4,300-68.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |