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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 | $43,182 | $29,733+45.2% | $56,025-22.9% | $80,959-46.7% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.7%-60.3pp |
| Annual return | 14.01% | 35.28%-21.3pp | 1712.69%-1698.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $210 | $672-68.8% | $1,042-79.9% | $2,757-92.4% |
| Participant deferral / active EE | $972 | $1,229-20.9% | $1,955-50.3% | $4,300-77.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |