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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 | $29,716+66.3% | $56,077-11.9% | $80,925-38.9% |
| Participation rate | 29.0% | 41.7%-12.7pp | 52.5%-23.5pp | 67.7%-38.6pp |
| Annual return | 10.88% | 35.30%-24.4pp | 1709.28%-1698.4pp | 35.65%-24.8pp |
| Employer contribution / active EE | $609 | $671-9.3% | $1,040-41.5% | $2,756-77.9% |
| Participant deferral / active EE | $2,433 | $1,228+98.0% | $1,954+24.5% | $4,299-43.4% |
| Admin fee / account holder | $46 | $2,432-98.1% | $2,825-98.4% | $6,940-99.3% |