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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 | $79,767 | $69,118+15.4% | $53,647+48.7% | $138,895-42.6% |
| Participation rate | 11.8% | 64.0%-52.2pp | 56.3%-44.5pp | 79.9%-68.2pp |
| Annual return | 22.64% | 248.26%-225.6pp | 358.33%-335.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $216 | $1,189-81.8% | $962-77.6% | $4,194-94.9% |
| Participant deferral / active EE | $1,650 | $2,274-27.4% | $1,813-9.0% | $6,396-74.2% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |