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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 | $17,018 | $29,319-42.0% | $52,425-67.5% | $82,448-79.4% |
| Participation rate | 44.6% | 46.9%-2.2pp | 55.6%-11.0pp | 68.1%-23.4pp |
| Annual return | 23.77% | 535.20%-511.4pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $470 | $586-19.8% | $914-48.6% | $2,551-81.6% |
| Participant deferral / active EE | $1,392 | $1,171+18.9% | $1,790-22.2% | $4,139-66.4% |
| Admin fee / account holder | $43 | $1,962-97.8% | $2,495-98.3% | $7,234-99.4% |