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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 | $28,488 | $51,606-44.8% | $129,339-78.0% | $80,911-64.8% |
| Participation rate | 20.0% | 57.0%-37.0pp | 69.6%-49.6pp | 67.6%-47.6pp |
| Annual return | 21.62% | 20.76%+0.9pp | 9437.05%-9415.4pp | 35.63%-14.0pp |
| Employer contribution / active EE | $593 | $1,582-62.5% | $4,154-85.7% | $2,756-78.5% |
| Participant deferral / active EE | $1,448 | $2,669-45.7% | $4,170-65.3% | $4,297-66.3% |
| Admin fee / account holder | $18 | $4,310-99.6% | $7,668-99.8% | $6,935-99.7% |