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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 | $16,151 | $29,319-44.9% | $52,425-69.2% | $82,448-80.4% |
| Participation rate | 38.5% | 46.9%-8.4pp | 55.6%-17.2pp | 68.1%-29.6pp |
| Annual return | 16.53% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $746 | $586+27.2% | $914-18.4% | $2,551-70.8% |
| Participant deferral / active EE | $1,411 | $1,171+20.5% | $1,790-21.2% | $4,139-65.9% |
| Admin fee / account holder | $245 | $1,962-87.5% | $2,495-90.2% | $7,234-96.6% |