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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 | $51,642-44.8% | $129,384-78.0% | $80,935-64.8% |
| Participation rate | 20.0% | 56.9%-36.9pp | 69.6%-49.6pp | 67.7%-47.7pp |
| Annual return | 21.62% | 20.78%+0.8pp | 9461.77%-9440.2pp | 35.66%-14.0pp |
| Employer contribution / active EE | $593 | $1,583-62.5% | $4,153-85.7% | $2,757-78.5% |
| Participant deferral / active EE | $1,448 | $2,670-45.7% | $4,166-65.2% | $4,299-66.3% |
| Admin fee / account holder | $18 | $4,312-99.6% | $7,686-99.8% | $6,924-99.7% |