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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 | $44,267 | $108,285-59.1% | $77,552-42.9% | $158,982-72.2% |
| Participation rate | 17.4% | 64.4%-47.0pp | 54.2%-36.8pp | 82.0%-64.6pp |
| Annual return | 17.21% | 31.69%-14.5pp | 54.82%-37.6pp | 302.99%-285.8pp |
| Employer contribution / active EE | $379 | $1,325-71.4% | $987-61.6% | $4,763-92.1% |
| Participant deferral / active EE | $2,455 | $2,4550% | $1,861+31.9% | $5,983-59.0% |
| Admin fee / account holder | $2 | $3,709-99.9% | $2,859-99.9% | $11,252-100.0% |