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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 | $44,883 | $29,319+53.1% | $52,425-14.4% | $82,448-45.6% |
| Participation rate | 26.5% | 46.9%-20.4pp | 55.6%-29.2pp | 68.1%-41.6pp |
| Annual return | 25.91% | 535.20%-509.3pp | 302.12%-276.2pp | 41.64%-15.7pp |
| Employer contribution / active EE | $333 | $586-43.1% | $914-63.5% | $2,551-86.9% |
| Participant deferral / active EE | $1,704 | $1,171+45.4% | $1,790-4.9% | $4,139-58.8% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |