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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 | $56,049 | $53,128+5.5% | $86,582-35.3% | $70,126-20.1% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 15.97% | 27.66%-11.7pp | 965.08%-949.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $662 | $2,068-68.0% | $2,839-76.7% | $2,343-71.7% |
| Participant deferral / active EE | $1,976 | $2,695-26.7% | $3,609-45.2% | $3,332-40.7% |
| Admin fee / account holder | $11 | $3,584-99.7% | $4,904-99.8% | $4,645-99.8% |