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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 | $29,716+103.9% | $56,077+8.0% | $80,925-25.1% |
| Participation rate | 26.9% | 41.7%-14.8pp | 52.5%-25.6pp | 67.7%-40.7pp |
| Annual return | 53.87% | 35.30%+18.6pp | 1709.28%-1655.4pp | 35.65%+18.2pp |
| Employer contribution / active EE | $621 | $671-7.5% | $1,040-40.3% | $2,756-77.5% |
| Participant deferral / active EE | $2,200 | $1,228+79.1% | $1,954+12.6% | $4,299-48.8% |
| Admin fee / account holder | $3 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |