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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 | $29,667+71.8% | $56,441-9.7% | $80,874-37.0% |
| Participation rate | 11.3% | 41.7%-30.4pp | 52.5%-41.2pp | 67.6%-56.3pp |
| Annual return | 11.41% | 35.22%-23.8pp | 1704.21%-1692.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $473 | $669-29.3% | $1,039-54.4% | $2,756-82.8% |
| Participant deferral / active EE | $857 | $1,227-30.2% | $1,953-56.1% | $4,297-80.1% |
| Admin fee / account holder | $37 | $2,429-98.5% | $2,829-98.7% | $6,935-99.5% |