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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 | $28,624+59.6% | $53,647-14.8% | $82,637-44.7% |
| Participation rate | 16.4% | 47.3%-30.9pp | 56.3%-39.9pp | 68.1%-51.7pp |
| Annual return | 16.27% | 664.98%-648.7pp | 358.33%-342.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $297 | $637-53.3% | $962-69.1% | $2,552-88.3% |
| Participant deferral / active EE | $807 | $1,196-32.5% | $1,813-55.5% | $4,126-80.4% |
| Admin fee / account holder | $1 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |