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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 | $47,909 | $29,733+61.1% | $56,025-14.5% | $80,959-40.8% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 12.73% | 35.28%-22.6pp | 1712.69%-1700.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $186 | $672-72.3% | $1,042-82.1% | $2,757-93.2% |
| Participant deferral / active EE | $1,330 | $1,229+8.2% | $1,955-32.0% | $4,300-69.1% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |