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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 | $35,350 | $29,319+20.6% | $52,425-32.6% | $82,448-57.1% |
| Participation rate | 10.6% | 46.9%-36.2pp | 55.6%-45.0pp | 68.1%-57.5pp |
| Annual return | 20.11% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $243 | $586-58.6% | $914-73.4% | $2,551-90.5% |
| Participant deferral / active EE | $345 | $1,171-70.6% | $1,790-80.7% | $4,139-91.7% |
| Admin fee / account holder | $14 | $1,962-99.3% | $2,495-99.5% | $7,234-99.8% |