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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 | $57,001 | $29,736+91.7% | $56,033+1.7% | $80,935-29.6% |
| Participation rate | 26.7% | 41.7%-15.0pp | 52.5%-25.8pp | 67.7%-41.0pp |
| Annual return | 12.12% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $511 | $671-23.9% | $1,041-50.9% | $2,757-81.5% |
| Participant deferral / active EE | $1,896 | $1,228+54.4% | $1,954-3.0% | $4,299-55.9% |
| Admin fee / account holder | $256 | $2,434-89.5% | $2,827-90.9% | $6,924-96.3% |