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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 | $39,395 | $34,316+14.8% | $74,723-47.3% | $72,976-46.0% |
| Participation rate | 18.6% | 42.4%-23.8pp | 54.5%-35.8pp | 69.5%-50.8pp |
| Annual return | 21.40% | 26.58%-5.2pp | 753.18%-731.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $393 | $692-43.2% | $1,084-63.7% | $2,440-83.9% |
| Participant deferral / active EE | $2,411 | $1,272+89.6% | $1,962+22.9% | $3,608-33.2% |
| Admin fee / account holder | $6 | $2,125-99.7% | $3,335-99.8% | $5,124-99.9% |