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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 | $29,670+206.7% | $56,054+62.3% | $80,911+12.5% |
| Participation rate | 6.7% | 41.7%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 13.89% | 35.24%-21.3pp | 1705.95%-1692.1pp | 35.63%-21.7pp |
| Employer contribution / active EE | $226 | $670-66.2% | $1,039-78.2% | $2,756-91.8% |
| Participant deferral / active EE | $1,023 | $1,227-16.6% | $1,952-47.6% | $4,297-76.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |