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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 | $55,282 | $29,319+88.6% | $52,425+5.5% | $82,448-32.9% |
| Participation rate | 17.2% | 46.9%-29.6pp | 55.6%-38.4pp | 68.1%-50.8pp |
| Annual return | 23.11% | 535.20%-512.1pp | 302.12%-279.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $238 | $586-59.5% | $914-74.0% | $2,551-90.7% |
| Participant deferral / active EE | $1,027 | $1,171-12.3% | $1,790-42.6% | $4,139-75.2% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |