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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 | $108,906 | $29,319+271.4% | $52,425+107.7% | $82,448+32.1% |
| Participation rate | 25.9% | 46.9%-20.9pp | 55.6%-29.7pp | 68.1%-42.1pp |
| Annual return | 18.14% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $432 | $586-26.4% | $914-52.8% | $2,551-83.1% |
| Participant deferral / active EE | $2,784 | $1,171+137.7% | $1,790+55.5% | $4,139-32.7% |
| Admin fee / account holder | $7 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |