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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 | $91,001 | $29,736+206.0% | $56,033+62.4% | $80,935+12.4% |
| Participation rate | 6.7% | 41.7%-35.0pp | 52.5%-45.8pp | 67.7%-61.0pp |
| Annual return | 13.89% | 35.28%-21.4pp | 1711.38%-1697.5pp | 35.66%-21.8pp |
| Employer contribution / active EE | $226 | $671-66.3% | $1,041-78.3% | $2,757-91.8% |
| Participant deferral / active EE | $1,023 | $1,228-16.7% | $1,954-47.6% | $4,299-76.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |