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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 | $58,492 | $27,943+109.3% | $58,5070% | $75,177-22.2% |
| Participation rate | 4.7% | 38.8%-34.2pp | 50.9%-46.2pp | 67.2%-62.6pp |
| Annual return | 20.31% | 44.22%-23.9pp | 4252.32%-4232.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $117 | $670-82.5% | $1,053-88.9% | $2,671-95.6% |
| Participant deferral / active EE | $930 | $1,202-22.6% | $1,922-51.6% | $4,126-77.5% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |