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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 | $44,886 | $29,319+53.1% | $52,425-14.4% | $82,448-45.6% |
| Participation rate | 8.8% | 46.9%-38.0pp | 55.6%-46.8pp | 68.1%-59.2pp |
| Annual return | 23.22% | 535.20%-512.0pp | 302.12%-278.9pp | 41.64%-18.4pp |
| Employer contribution / active EE | $318 | $586-45.8% | $914-65.2% | $2,551-87.5% |
| Participant deferral / active EE | $1,139 | $1,171-2.7% | $1,790-36.4% | $4,139-72.5% |
| Admin fee / account holder | $232 | $1,962-88.2% | $2,495-90.7% | $7,234-96.8% |