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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 | $39,017 | $29,319+33.1% | $52,425-25.6% | $82,448-52.7% |
| Participation rate | 17.9% | 46.9%-29.0pp | 55.6%-37.8pp | 68.1%-50.2pp |
| Annual return | 23.80% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $410 | $586-30.0% | $914-55.1% | $2,551-83.9% |
| Participant deferral / active EE | $1,606 | $1,171+37.1% | $1,790-10.3% | $4,139-61.2% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |