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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 | $45,696 | $29,319+55.9% | $52,425-12.8% | $82,448-44.6% |
| Participation rate | 16.4% | 46.9%-30.5pp | 55.6%-39.3pp | 68.1%-51.7pp |
| Annual return | 16.27% | 535.20%-518.9pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $297 | $586-49.3% | $914-67.5% | $2,551-88.3% |
| Participant deferral / active EE | $807 | $1,171-31.1% | $1,790-54.9% | $4,139-80.5% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |