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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 | $48,073 | $29,319+64.0% | $52,425-8.3% | $82,448-41.7% |
| Participation rate | 27.6% | 46.9%-19.3pp | 55.6%-28.0pp | 68.1%-40.5pp |
| Annual return | 16.60% | 535.20%-518.6pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $616 | $586+5.1% | $914-32.6% | $2,551-75.8% |
| Participant deferral / active EE | $2,546 | $1,171+117.4% | $1,790+42.2% | $4,139-38.5% |
| Admin fee / account holder | $89 | $1,962-95.4% | $2,495-96.4% | $7,234-98.8% |