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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 | $44,605 | $27,943+59.6% | $58,507-23.8% | $75,177-40.7% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.6pp |
| Annual return | 21.44% | 44.22%-22.8pp | 4252.32%-4230.9pp | 160.75%-139.3pp |
| Employer contribution / active EE | $429 | $670-36.0% | $1,053-59.3% | $2,671-83.9% |
| Participant deferral / active EE | $1,594 | $1,202+32.6% | $1,922-17.1% | $4,126-61.4% |
| Admin fee / account holder | $3 | $1,727-99.9% | $2,486-99.9% | $5,651-100.0% |