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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 | $28,159 | $29,319-4.0% | $52,425-46.3% | $82,448-65.8% |
| Participation rate | 25.8% | 46.9%-21.0pp | 55.6%-29.8pp | 68.1%-42.3pp |
| Annual return | 22.15% | 535.20%-513.0pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $392 | $586-33.1% | $914-57.1% | $2,551-84.6% |
| Participant deferral / active EE | $1,080 | $1,171-7.8% | $1,790-39.7% | $4,139-73.9% |
| Admin fee / account holder | $123 | $1,962-93.8% | $2,495-95.1% | $7,234-98.3% |