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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 | $52,049 | $28,624+81.8% | $53,647-3.0% | $82,637-37.0% |
| Participation rate | 42.5% | 47.3%-4.8pp | 56.3%-13.8pp | 68.1%-25.6pp |
| Annual return | 16.05% | 664.98%-648.9pp | 358.33%-342.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $456 | $637-28.3% | $962-52.6% | $2,552-82.1% |
| Participant deferral / active EE | $2,189 | $1,196+83.0% | $1,813+20.7% | $4,126-46.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |