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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 | $29,716+326.1% | $56,077+125.8% | $80,925+56.5% |
| Participation rate | 7.7% | 41.7%-34.0pp | 52.5%-44.8pp | 67.7%-60.0pp |
| Annual return | 12.72% | 35.30%-22.6pp | 1709.28%-1696.6pp | 35.65%-22.9pp |
| Employer contribution / active EE | $211 | $671-68.5% | $1,040-79.7% | $2,756-92.3% |
| Participant deferral / active EE | $2,416 | $1,228+96.7% | $1,954+23.7% | $4,299-43.8% |
| Admin fee / account holder | $4 | $2,432-99.8% | $2,825-99.9% | $6,940-99.9% |