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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 | $126,617 | $29,733+325.8% | $56,025+126.0% | $80,959+56.4% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 12.72% | 35.28%-22.6pp | 1712.69%-1700.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $211 | $672-68.6% | $1,042-79.7% | $2,757-92.3% |
| Participant deferral / active EE | $2,416 | $1,229+96.5% | $1,955+23.6% | $4,300-43.8% |
| Admin fee / account holder | $4 | $2,434-99.8% | $2,828-99.9% | $6,925-99.9% |