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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 | $35,682 | $29,319+21.7% | $52,425-31.9% | $82,448-56.7% |
| Participation rate | 9.1% | 46.9%-37.8pp | 55.6%-46.5pp | 68.1%-59.0pp |
| Annual return | 23.06% | 535.20%-512.1pp | 302.12%-279.1pp | 41.64%-18.6pp |
| Employer contribution / active EE | $382 | $586-34.9% | $914-58.2% | $2,551-85.0% |
| Participant deferral / active EE | $447 | $1,171-61.8% | $1,790-75.0% | $4,139-89.2% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |