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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 | $46,525 | $28,624+62.5% | $53,647-13.3% | $82,637-43.7% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 19.53% | 664.98%-645.5pp | 358.33%-338.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $434 | $637-31.8% | $962-54.9% | $2,552-83.0% |
| Participant deferral / active EE | $2,559 | $1,196+114.0% | $1,813+41.1% | $4,126-38.0% |
| Admin fee / account holder | $234 | $2,022-88.4% | $2,460-90.5% | $7,339-96.8% |