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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 | $52,087 | $28,624+82.0% | $53,647-2.9% | $82,637-37.0% |
| Participation rate | 17.0% | 47.3%-30.2pp | 56.3%-39.3pp | 68.1%-51.0pp |
| Annual return | 21.72% | 664.98%-643.3pp | 358.33%-336.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $503 | $637-21.0% | $962-47.7% | $2,552-80.3% |
| Participant deferral / active EE | $2,151 | $1,196+79.8% | $1,813+18.6% | $4,126-47.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |