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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 | $48,214 | $29,319+64.4% | $52,425-8.0% | $82,448-41.5% |
| Participation rate | 19.6% | 46.9%-27.2pp | 55.6%-36.0pp | 68.1%-48.4pp |
| Annual return | 18.50% | 535.20%-516.7pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $262 | $586-55.3% | $914-71.3% | $2,551-89.7% |
| Participant deferral / active EE | $1,354 | $1,171+15.6% | $1,790-24.4% | $4,139-67.3% |
| Admin fee / account holder | $90 | $1,962-95.4% | $2,495-96.4% | $7,234-98.8% |