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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 | $29,736+46.5% | $56,033-22.3% | $80,935-46.2% |
| Participation rate | 12.1% | 41.7%-29.6pp | 52.5%-40.4pp | 67.7%-55.5pp |
| Annual return | 15.98% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $328 | $671-51.1% | $1,041-68.5% | $2,757-88.1% |
| Participant deferral / active EE | $2,013 | $1,228+63.9% | $1,954+3.0% | $4,299-53.2% |
| Admin fee / account holder | $187 | $2,434-92.3% | $2,827-93.4% | $6,924-97.3% |