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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 | $49,210 | $29,733+65.5% | $56,025-12.2% | $80,959-39.2% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 10.97% | 35.28%-24.3pp | 1712.69%-1701.7pp | 35.67%-24.7pp |
| Employer contribution / active EE | $471 | $672-29.8% | $1,042-54.8% | $2,757-82.9% |
| Participant deferral / active EE | $2,569 | $1,229+109.0% | $1,955+31.4% | $4,300-40.3% |
| Admin fee / account holder | $176 | $2,434-92.8% | $2,828-93.8% | $6,925-97.5% |