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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 | $18,956 | $29,319-35.3% | $52,425-63.8% | $82,448-77.0% |
| Participation rate | 14.8% | 46.9%-32.1pp | 55.6%-40.9pp | 68.1%-53.3pp |
| Annual return | 26.74% | 535.20%-508.5pp | 302.12%-275.4pp | 41.64%-14.9pp |
| Employer contribution / active EE | $555 | $586-5.4% | $914-39.3% | $2,551-78.2% |
| Participant deferral / active EE | $1,246 | $1,171+6.4% | $1,790-30.4% | $4,139-69.9% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |