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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 | $14,323 | $29,733-51.8% | $56,025-74.4% | $80,959-82.3% |
| Participation rate | 10.3% | 41.7%-31.5pp | 52.5%-42.3pp | 67.7%-57.4pp |
| Annual return | 79.28% | 35.28%+44.0pp | 1712.69%-1633.4pp | 35.67%+43.6pp |
| Employer contribution / active EE | $198 | $672-70.6% | $1,042-81.0% | $2,757-92.8% |
| Participant deferral / active EE | $522 | $1,229-57.5% | $1,955-73.3% | $4,300-87.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |