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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 | $46,348 | $28,624+61.9% | $53,647-13.6% | $82,637-43.9% |
| Participation rate | 13.5% | 47.3%-33.8pp | 56.3%-42.8pp | 68.1%-54.6pp |
| Annual return | 14.62% | 664.98%-650.4pp | 358.33%-343.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $485 | $637-23.8% | $962-49.6% | $2,552-81.0% |
| Participant deferral / active EE | $884 | $1,196-26.1% | $1,813-51.3% | $4,126-78.6% |
| Admin fee / account holder | $3 | $2,022-99.9% | $2,460-99.9% | $7,339-100.0% |