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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 | $29,716+45.3% | $56,077-23.0% | $80,925-46.6% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.7%-60.3pp |
| Annual return | 14.01% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $210 | $671-68.8% | $1,040-79.8% | $2,756-92.4% |
| Participant deferral / active EE | $972 | $1,228-20.9% | $1,954-50.3% | $4,299-77.4% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |