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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 | $29,733+28.3% | $56,025-31.9% | $80,959-52.9% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 17.28% | 35.28%-18.0pp | 1712.69%-1695.4pp | 35.67%-18.4pp |
| Employer contribution / active EE | $336 | $672-50.0% | $1,042-67.7% | $2,757-87.8% |
| Participant deferral / active EE | $2,033 | $1,229+65.4% | $1,955+4.0% | $4,300-52.7% |
| Admin fee / account holder | $195 | $2,434-92.0% | $2,828-93.1% | $6,925-97.2% |