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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 | $38,434 | $29,716+29.3% | $56,077-31.5% | $80,925-52.5% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.7%-51.7pp |
| Annual return | 15.99% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.7pp |
| Employer contribution / active EE | $538 | $671-19.9% | $1,040-48.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,075 | $1,228-12.5% | $1,954-45.0% | $4,299-75.0% |
| Admin fee / account holder | $258 | $2,432-89.4% | $2,825-90.9% | $6,940-96.3% |