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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 | $81,308 | $29,319+177.3% | $52,425+55.1% | $82,448-1.4% |
| Participation rate | 15.4% | 46.9%-31.5pp | 55.6%-40.2pp | 68.1%-52.7pp |
| Annual return | 23.77% | 535.20%-511.4pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $520 | $586-11.3% | $914-43.1% | $2,551-79.6% |
| Participant deferral / active EE | $1,587 | $1,171+35.5% | $1,790-11.3% | $4,139-61.7% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |