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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 | $57,389 | $29,319+95.7% | $52,425+9.5% | $82,448-30.4% |
| Participation rate | 21.7% | 46.9%-25.1pp | 55.6%-33.9pp | 68.1%-46.3pp |
| Annual return | 21.67% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-20.0pp |
| Employer contribution / active EE | $398 | $586-32.2% | $914-56.5% | $2,551-84.4% |
| Participant deferral / active EE | $1,303 | $1,171+11.2% | $1,790-27.2% | $4,139-68.5% |
| Admin fee / account holder | $67 | $1,962-96.6% | $2,495-97.3% | $7,234-99.1% |