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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 | $90,176 | $158,852-43.2% | $121,220-25.6% | $135,379-33.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | 44.14% | -0.64%+44.8pp | 16.94%+27.2pp | 519.79%-475.6pp |
| Employer contribution / active EE | $628 | $5,666-88.9% | $4,023-84.4% | $4,779-86.9% |
| Participant deferral / active EE | $1,084 | $4,006-72.9% | $3,345-67.6% | $5,609-80.7% |
| Admin fee / account holder | $10 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |