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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 | $38,039 | $29,319+29.7% | $52,425-27.4% | $82,448-53.9% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 26.63% | 535.20%-508.6pp | 302.12%-275.5pp | 41.64%-15.0pp |
| Employer contribution / active EE | $283 | $586-51.8% | $914-69.1% | $2,551-88.9% |
| Participant deferral / active EE | $940 | $1,171-19.7% | $1,790-47.5% | $4,139-77.3% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |