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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 | $31,788 | $29,319+8.4% | $52,425-39.4% | $82,448-61.4% |
| Participation rate | 12.1% | 46.9%-34.7pp | 55.6%-43.5pp | 68.1%-55.9pp |
| Annual return | 23.76% | 535.20%-511.4pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $243 | $586-58.5% | $914-73.4% | $2,551-90.5% |
| Participant deferral / active EE | $716 | $1,171-38.9% | $1,790-60.0% | $4,139-82.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |