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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 | $56,205 | $29,733+89.0% | $56,025+0.3% | $80,959-30.6% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 17.31% | 35.28%-18.0pp | 1712.69%-1695.4pp | 35.67%-18.4pp |
| Employer contribution / active EE | $493 | $672-26.6% | $1,042-52.6% | $2,757-82.1% |
| Participant deferral / active EE | $1,586 | $1,229+29.0% | $1,955-18.9% | $4,300-63.1% |
| Admin fee / account holder | $2 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |