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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 | $27,391 | $29,319-6.6% | $52,425-47.8% | $82,448-66.8% |
| Participation rate | 26.0% | 46.9%-20.9pp | 55.6%-29.6pp | 68.1%-42.1pp |
| Annual return | 14.78% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.9pp |
| Employer contribution / active EE | $289 | $586-50.7% | $914-68.4% | $2,551-88.7% |
| Participant deferral / active EE | $2,213 | $1,171+88.9% | $1,790+23.6% | $4,139-46.5% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |