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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 | $106,304 | $29,733+257.5% | $56,025+89.7% | $80,959+31.3% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 15.15% | 35.28%-20.1pp | 1712.69%-1697.5pp | 35.67%-20.5pp |
| Employer contribution / active EE | $362 | $672-46.1% | $1,042-65.2% | $2,757-86.9% |
| Participant deferral / active EE | $1,723 | $1,229+40.1% | $1,955-11.9% | $4,300-59.9% |
| Admin fee / account holder | $189 | $2,434-92.2% | $2,828-93.3% | $6,925-97.3% |