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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 | $49,425 | $29,733+66.2% | $56,025-11.8% | $80,959-39.0% |
| Participation rate | 29.0% | 41.7%-12.7pp | 52.5%-23.5pp | 67.7%-38.6pp |
| Annual return | 10.88% | 35.28%-24.4pp | 1712.69%-1701.8pp | 35.67%-24.8pp |
| Employer contribution / active EE | $609 | $672-9.4% | $1,042-41.6% | $2,757-77.9% |
| Participant deferral / active EE | $2,433 | $1,229+97.9% | $1,955+24.5% | $4,300-43.4% |
| Admin fee / account holder | $46 | $2,434-98.1% | $2,828-98.4% | $6,925-99.3% |