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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 | $19,655 | $29,667-33.7% | $56,441-65.2% | $80,874-75.7% |
| Participation rate | 25.9% | 41.7%-15.7pp | 52.5%-26.6pp | 67.6%-41.7pp |
| Annual return | 58.20% | 35.22%+23.0pp | 1704.21%-1646.0pp | 35.62%+22.6pp |
| Employer contribution / active EE | $528 | $669-21.1% | $1,039-49.2% | $2,756-80.8% |
| Participant deferral / active EE | $718 | $1,227-41.5% | $1,953-63.2% | $4,297-83.3% |
| Admin fee / account holder | $218 | $2,429-91.0% | $2,829-92.3% | $6,935-96.9% |