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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 | $28,436 | $29,319-3.0% | $52,425-45.8% | $82,448-65.5% |
| Participation rate | 48.6% | 46.9%+1.7pp | 55.6%-7.1pp | 68.1%-19.5pp |
| Annual return | 21.54% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.1pp |
| Employer contribution / active EE | $657 | $586+12.0% | $914-28.1% | $2,551-74.2% |
| Participant deferral / active EE | $1,326 | $1,171+13.2% | $1,790-26.0% | $4,139-68.0% |
| Admin fee / account holder | $126 | $1,962-93.6% | $2,495-94.9% | $7,234-98.3% |