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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 | $29,670+29.5% | $56,054-31.4% | $80,911-52.5% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 15.99% | 35.24%-19.2pp | 1705.95%-1690.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $538 | $670-19.7% | $1,039-48.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,075 | $1,227-12.4% | $1,952-44.9% | $4,297-75.0% |
| Admin fee / account holder | $258 | $2,431-89.4% | $2,822-90.9% | $6,935-96.3% |