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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 | $33,824 | $29,319+15.4% | $52,425-35.5% | $82,448-59.0% |
| Participation rate | 17.1% | 46.9%-29.8pp | 55.6%-38.5pp | 68.1%-51.0pp |
| Annual return | 26.73% | 535.20%-508.5pp | 302.12%-275.4pp | 41.64%-14.9pp |
| Employer contribution / active EE | $358 | $586-38.9% | $914-60.8% | $2,551-86.0% |
| Participant deferral / active EE | $1,588 | $1,171+35.6% | $1,790-11.3% | $4,139-61.6% |
| Admin fee / account holder | $45 | $1,962-97.7% | $2,495-98.2% | $7,234-99.4% |