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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 | $38,158 | $29,670+28.6% | $56,054-31.9% | $80,911-52.8% |
| Participation rate | 16.7% | 41.7%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 17.28% | 35.24%-18.0pp | 1705.95%-1688.7pp | 35.63%-18.3pp |
| Employer contribution / active EE | $336 | $670-49.8% | $1,039-67.7% | $2,756-87.8% |
| Participant deferral / active EE | $2,033 | $1,227+65.7% | $1,952+4.1% | $4,297-52.7% |
| Admin fee / account holder | $195 | $2,431-92.0% | $2,822-93.1% | $6,935-97.2% |