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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 | $22,344 | $30,732-27.3% | $59,496-62.4% | $59,633-62.5% |
| Participation rate | 46.2% | 43.2%+2.9pp | 54.6%-8.4pp | 68.7%-22.5pp |
| Annual return | 7.08% | 4.47%+2.6pp | 182.05%-175.0pp | 2041.40%-2034.3pp |
| Employer contribution / active EE | $954 | $631+51.3% | $1,153-17.2% | $2,203-56.7% |
| Participant deferral / active EE | $2,070 | $1,183+75.0% | $1,829+13.2% | $3,192-35.1% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |