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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 | $38,805 | $29,319+32.4% | $52,425-26.0% | $82,448-52.9% |
| Participation rate | 34.5% | 46.9%-12.4pp | 55.6%-21.1pp | 68.1%-33.6pp |
| Annual return | 24.68% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-17.0pp |
| Employer contribution / active EE | $645 | $586+10.0% | $914-29.4% | $2,551-74.7% |
| Participant deferral / active EE | $2,536 | $1,171+116.5% | $1,790+41.7% | $4,139-38.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |