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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 | $43,628 | $29,319+48.8% | $52,425-16.8% | $82,448-47.1% |
| Participation rate | 12.3% | 46.9%-34.6pp | 55.6%-43.3pp | 68.1%-55.8pp |
| Annual return | 26.31% | 535.20%-508.9pp | 302.12%-275.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $321 | $586-45.2% | $914-64.9% | $2,551-87.4% |
| Participant deferral / active EE | $947 | $1,171-19.2% | $1,790-47.1% | $4,139-77.1% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |