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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 | $33,729 | $29,319+15.0% | $52,425-35.7% | $82,448-59.1% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 19.12% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $244 | $586-58.4% | $914-73.3% | $2,551-90.4% |
| Participant deferral / active EE | $828 | $1,171-29.3% | $1,790-53.7% | $4,139-80.0% |
| Admin fee / account holder | $196 | $1,962-90.0% | $2,495-92.1% | $7,234-97.3% |