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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 | $53,330 | $29,319+81.9% | $52,425+1.7% | $82,448-35.3% |
| Participation rate | 36.1% | 46.9%-10.7pp | 55.6%-19.5pp | 68.1%-32.0pp |
| Annual return | 16.76% | 535.20%-518.4pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $828 | $586+41.2% | $914-9.4% | $2,551-67.5% |
| Participant deferral / active EE | $2,482 | $1,171+111.9% | $1,790+38.6% | $4,139-40.0% |
| Admin fee / account holder | $193 | $1,962-90.1% | $2,495-92.2% | $7,234-97.3% |