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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 | $43,553 | $29,667+46.8% | $56,441-22.8% | $80,874-46.1% |
| Participation rate | 12.1% | 41.7%-29.6pp | 52.5%-40.4pp | 67.6%-55.5pp |
| Annual return | 15.98% | 35.22%-19.2pp | 1704.21%-1688.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $328 | $669-51.0% | $1,039-68.4% | $2,756-88.1% |
| Participant deferral / active EE | $2,013 | $1,227+64.1% | $1,953+3.1% | $4,297-53.2% |
| Admin fee / account holder | $187 | $2,429-92.3% | $2,829-93.4% | $6,935-97.3% |