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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 | $19,554 | $46,732-58.2% | $156,551-87.5% | $55,167-64.6% |
| Participation rate | 55.8% | 65.8%-10.0pp | 84.0%-28.2pp | 69.0%-13.2pp |
| Annual return | 1419.45% | 17.72%+1401.7pp | 32.23%+1387.2pp | 169.23%+1250.2pp |
| Employer contribution / active EE | $1,125 | $2,105-46.6% | $5,501-79.6% | $1,963-42.7% |
| Participant deferral / active EE | $2,175 | $2,204-1.3% | $4,871-55.3% | $3,054-28.8% |
| Admin fee / account holder | $155 | $418-63.0% | $13,028-98.8% | $504-69.3% |