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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 | $50,964 | $29,736+71.4% | $56,033-9.0% | $80,935-37.0% |
| Participation rate | 11.3% | 41.7%-30.4pp | 52.5%-41.2pp | 67.7%-56.3pp |
| Annual return | 11.41% | 35.28%-23.9pp | 1711.38%-1700.0pp | 35.66%-24.3pp |
| Employer contribution / active EE | $473 | $671-29.5% | $1,041-54.5% | $2,757-82.8% |
| Participant deferral / active EE | $857 | $1,228-30.3% | $1,954-56.2% | $4,299-80.1% |
| Admin fee / account holder | $37 | $2,434-98.5% | $2,827-98.7% | $6,924-99.5% |