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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 | $60,581 | $29,733+103.7% | $56,025+8.1% | $80,959-25.2% |
| Participation rate | 26.9% | 41.7%-14.8pp | 52.5%-25.6pp | 67.7%-40.7pp |
| Annual return | 53.87% | 35.28%+18.6pp | 1712.69%-1658.8pp | 35.67%+18.2pp |
| Employer contribution / active EE | $621 | $672-7.6% | $1,042-40.4% | $2,757-77.5% |
| Participant deferral / active EE | $2,200 | $1,229+79.0% | $1,955+12.6% | $4,300-48.8% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |