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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 | $15,665 | $52,353-70.1% | $120,225-87.0% | $82,448-81.0% |
| Participation rate | 52.0% | 58.3%-6.3pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 32.42% | 61.85%-29.4pp | 439.23%-406.8pp | 41.64%-9.2pp |
| Employer contribution / active EE | $1,810 | $1,510+19.9% | $3,475-47.9% | $2,551-29.0% |
| Participant deferral / active EE | $2,628 | $2,627+0.1% | $3,999-34.3% | $4,139-36.5% |
| Admin fee / account holder | $86 | $4,363-98.0% | $5,696-98.5% | $7,234-98.8% |