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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 | $52,848 | $84,551-37.5% | $61,452-14.0% | $134,532-60.7% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | 1.46% | 585.39%-583.9pp | 338.96%-337.5pp | 418.27%-416.8pp |
| Employer contribution / active EE | $867 | $1,545-43.9% | $1,160-25.2% | $4,741-81.7% |
| Participant deferral / active EE | $4,479 | $2,818+58.9% | $2,125+110.8% | $6,401-30.0% |
| Admin fee / account holder | $163 | $2,587-93.7% | $2,131-92.4% | $11,429-98.6% |