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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 | $45,979 | $27,936+64.6% | $58,561-21.5% | $75,173-38.8% |
| Participation rate | 14.3% | 38.8%-24.6pp | 50.9%-36.6pp | 67.2%-52.9pp |
| Annual return | 19.87% | 44.21%-24.3pp | 4251.33%-4231.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $302 | $670-54.9% | $1,053-71.4% | $2,671-88.7% |
| Participant deferral / active EE | $1,485 | $1,202+23.5% | $1,923-22.8% | $4,126-64.0% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,520-99.9% | $5,651-100.0% |