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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 | $29,716+187.9% | $56,077+52.6% | $80,925+5.7% |
| Participation rate | 6.9% | 41.7%-34.8pp | 52.5%-45.6pp | 67.7%-60.7pp |
| Annual return | 14.74% | 35.30%-20.6pp | 1709.28%-1694.5pp | 35.65%-20.9pp |
| Employer contribution / active EE | $307 | $671-54.2% | $1,040-70.5% | $2,756-88.9% |
| Participant deferral / active EE | $1,356 | $1,228+10.4% | $1,954-30.6% | $4,299-68.5% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |