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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 | $29,716+71.0% | $56,077-9.4% | $80,925-37.2% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 14.36% | 35.30%-20.9pp | 1709.28%-1694.9pp | 35.65%-21.3pp |
| Employer contribution / active EE | $444 | $671-33.8% | $1,040-57.3% | $2,756-83.9% |
| Participant deferral / active EE | $1,876 | $1,228+52.7% | $1,954-4.0% | $4,299-56.4% |
| Admin fee / account holder | $206 | $2,432-91.5% | $2,825-92.7% | $6,940-97.0% |