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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 | $29,716+61.2% | $56,077-14.6% | $80,925-40.8% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 12.73% | 35.30%-22.6pp | 1709.28%-1696.6pp | 35.65%-22.9pp |
| Employer contribution / active EE | $186 | $671-72.2% | $1,040-82.1% | $2,756-93.2% |
| Participant deferral / active EE | $1,330 | $1,228+8.3% | $1,954-31.9% | $4,299-69.1% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |