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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 | $50,811 | $29,736+70.9% | $56,033-9.3% | $80,935-37.2% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 14.36% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.3pp |
| Employer contribution / active EE | $444 | $671-33.8% | $1,041-57.3% | $2,757-83.9% |
| Participant deferral / active EE | $1,876 | $1,228+52.7% | $1,954-4.0% | $4,299-56.4% |
| Admin fee / account holder | $206 | $2,434-91.5% | $2,827-92.7% | $6,924-97.0% |