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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 | $48,323 | $29,716+62.6% | $56,077-13.8% | $80,925-40.3% |
| Participation rate | 46.4% | 41.7%+4.7pp | 52.5%-6.1pp | 67.7%-21.2pp |
| Annual return | 24.34% | 35.30%-11.0pp | 1709.28%-1684.9pp | 35.65%-11.3pp |
| Employer contribution / active EE | $1,256 | $671+87.2% | $1,040+20.7% | $2,756-54.4% |
| Participant deferral / active EE | $2,834 | $1,228+130.7% | $1,954+45.0% | $4,299-34.1% |
| Admin fee / account holder | $2 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |