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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 | $52,087 | $29,319+77.7% | $52,425-0.6% | $82,448-36.8% |
| Participation rate | 17.0% | 46.9%-29.8pp | 55.6%-38.6pp | 68.1%-51.0pp |
| Annual return | 21.72% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $503 | $586-14.2% | $914-45.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,151 | $1,171+83.7% | $1,790+20.2% | $4,139-48.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |