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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 | $52,762 | $39,036+35.2% | $80,784-34.7% | $85,851-38.5% |
| Participation rate | 8.5% | 41.6%-33.1pp | 54.2%-45.7pp | 69.3%-60.8pp |
| Annual return | 25.61% | 26.31%-0.7pp | 87.31%-61.7pp | 318.63%-293.0pp |
| Employer contribution / active EE | $239 | $722-66.9% | $1,160-79.4% | $2,565-90.7% |
| Participant deferral / active EE | $1,027 | $1,326-22.5% | $2,145-52.1% | $3,952-74.0% |
| Admin fee / account holder | $2 | $2,429-99.9% | $3,380-99.9% | $6,261-100.0% |