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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 | $16,975 | $29,319-42.1% | $52,425-67.6% | $82,448-79.4% |
| Participation rate | 54.8% | 46.9%+8.0pp | 55.6%-0.8pp | 68.1%-13.2pp |
| Annual return | 31.93% | 535.20%-503.3pp | 302.12%-270.2pp | 41.64%-9.7pp |
| Employer contribution / active EE | $350 | $586-40.4% | $914-61.8% | $2,551-86.3% |
| Participant deferral / active EE | $964 | $1,171-17.7% | $1,790-46.1% | $4,139-76.7% |
| Admin fee / account holder | $85 | $1,962-95.7% | $2,495-96.6% | $7,234-98.8% |