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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 | $29,667+71.3% | $56,441-10.0% | $80,874-37.2% |
| Participation rate | 22.2% | 41.7%-19.4pp | 52.5%-30.3pp | 67.6%-45.4pp |
| Annual return | 14.36% | 35.22%-20.9pp | 1704.21%-1689.9pp | 35.62%-21.3pp |
| Employer contribution / active EE | $444 | $669-33.6% | $1,039-57.2% | $2,756-83.9% |
| Participant deferral / active EE | $1,876 | $1,227+52.9% | $1,953-3.9% | $4,297-56.3% |
| Admin fee / account holder | $206 | $2,429-91.5% | $2,829-92.7% | $6,935-97.0% |