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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 | $29,725 | $29,319+1.4% | $52,425-43.3% | $82,448-63.9% |
| Participation rate | 17.9% | 46.9%-29.0pp | 55.6%-37.7pp | 68.1%-50.2pp |
| Annual return | 22.13% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $491 | $586-16.4% | $914-46.3% | $2,551-80.8% |
| Participant deferral / active EE | $912 | $1,171-22.1% | $1,790-49.0% | $4,139-78.0% |
| Admin fee / account holder | $214 | $1,962-89.1% | $2,495-91.4% | $7,234-97.0% |