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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 | $20,695 | $49,897-58.5% | $80,648-74.3% | $75,177-72.5% |
| Participation rate | 35.3% | 55.3%-20.0pp | 67.0%-31.7pp | 67.2%-31.9pp |
| Annual return | 1345.84% | 34.68%+1311.2pp | 937.21%+408.6pp | 160.75%+1185.1pp |
| Employer contribution / active EE | $1,327 | $1,699-21.9% | $2,724-51.3% | $2,671-50.3% |
| Participant deferral / active EE | $1,963 | $2,992-34.4% | $4,443-55.8% | $4,126-52.4% |
| Admin fee / account holder | $169 | $3,579-95.3% | $5,382-96.9% | $5,651-97.0% |