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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 | $36,776 | $29,319+25.4% | $52,425-29.9% | $82,448-55.4% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 21.60% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $176 | $586-70.0% | $914-80.8% | $2,551-93.1% |
| Participant deferral / active EE | $622 | $1,171-46.9% | $1,790-65.3% | $4,139-85.0% |
| Admin fee / account holder | $221 | $1,962-88.7% | $2,495-91.1% | $7,234-96.9% |