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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 | $43,007 | $29,319+46.7% | $52,425-18.0% | $82,448-47.8% |
| Participation rate | 43.2% | 46.9%-3.6pp | 55.6%-12.4pp | 68.1%-24.8pp |
| Annual return | 24.79% | 535.20%-510.4pp | 302.12%-277.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $559 | $586-4.7% | $914-38.9% | $2,551-78.1% |
| Participant deferral / active EE | $1,545 | $1,171+31.9% | $1,790-13.7% | $4,139-62.7% |
| Admin fee / account holder | $105 | $1,962-94.6% | $2,495-95.8% | $7,234-98.5% |