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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 | $50,295 | $37,446+34.3% | $77,552-35.1% | $79,856-37.0% |
| Participation rate | 7.4% | 41.5%-34.1pp | 54.2%-46.8pp | 69.6%-62.2pp |
| Annual return | 92.04% | 39.76%+52.3pp | 54.82%+37.2pp | 31.71%+60.3pp |
| Employer contribution / active EE | $197 | $637-69.0% | $987-80.0% | $2,471-92.0% |
| Participant deferral / active EE | $1,926 | $1,261+52.8% | $1,861+3.5% | $3,741-48.5% |
| Admin fee / account holder | $20 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |