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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 | $29,716+257.7% | $56,077+89.6% | $80,925+31.4% |
| Participation rate | 16.7% | 41.7%-25.0pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 15.15% | 35.30%-20.2pp | 1709.28%-1694.1pp | 35.65%-20.5pp |
| Employer contribution / active EE | $362 | $671-46.0% | $1,040-65.2% | $2,756-86.9% |
| Participant deferral / active EE | $1,723 | $1,228+40.2% | $1,954-11.8% | $4,299-59.9% |
| Admin fee / account holder | $189 | $2,432-92.2% | $2,825-93.3% | $6,940-97.3% |