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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 | $37,447 | $29,319+27.7% | $52,425-28.6% | $82,448-54.6% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | 25.88% | 535.20%-509.3pp | 302.12%-276.2pp | 41.64%-15.8pp |
| Employer contribution / active EE | $163 | $586-72.2% | $914-82.2% | $2,551-93.6% |
| Participant deferral / active EE | $840 | $1,171-28.2% | $1,790-53.1% | $4,139-79.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |