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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 | $18,353 | $29,319-37.4% | $52,425-65.0% | $82,448-77.7% |
| Participation rate | 28.6% | 46.9%-18.3pp | 55.6%-27.1pp | 68.1%-39.5pp |
| Annual return | 29.23% | 535.20%-506.0pp | 302.12%-272.9pp | 41.64%-12.4pp |
| Employer contribution / active EE | $516 | $586-12.0% | $914-43.5% | $2,551-79.8% |
| Participant deferral / active EE | $2,217 | $1,171+89.2% | $1,790+23.8% | $4,139-46.5% |
| Admin fee / account holder | $31 | $1,962-98.4% | $2,495-98.8% | $7,234-99.6% |