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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 | $144,319 | $29,736+385.3% | $56,033+157.6% | $80,935+78.3% |
| Participation rate | 13.5% | 41.7%-28.2pp | 52.5%-39.0pp | 67.7%-54.2pp |
| Annual return | 11.65% | 35.28%-23.6pp | 1711.38%-1699.7pp | 35.66%-24.0pp |
| Employer contribution / active EE | $409 | $671-39.1% | $1,041-60.7% | $2,757-85.2% |
| Participant deferral / active EE | $986 | $1,228-19.7% | $1,954-49.5% | $4,299-77.1% |
| Admin fee / account holder | $57 | $2,434-97.6% | $2,827-98.0% | $6,924-99.2% |