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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 | $52,049 | $29,319+77.5% | $52,425-0.7% | $82,448-36.9% |
| Participation rate | 42.5% | 46.9%-4.4pp | 55.6%-13.1pp | 68.1%-25.6pp |
| Annual return | 16.05% | 535.20%-519.2pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $456 | $586-22.2% | $914-50.1% | $2,551-82.1% |
| Participant deferral / active EE | $2,189 | $1,171+86.9% | $1,790+22.3% | $4,139-47.1% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |