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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 | $24,392 | $27,936-12.7% | $58,561-58.3% | $75,173-67.6% |
| Participation rate | 42.2% | 38.8%+3.4pp | 50.9%-8.6pp | 67.2%-25.0pp |
| Annual return | 21.37% | 44.21%-22.8pp | 4251.33%-4230.0pp | 160.72%-139.3pp |
| Employer contribution / active EE | $702 | $670+4.9% | $1,053-33.3% | $2,671-73.7% |
| Participant deferral / active EE | $1,228 | $1,202+2.1% | $1,923-36.2% | $4,126-70.2% |
| Admin fee / account holder | $155 | $1,727-91.0% | $2,520-93.9% | $5,651-97.3% |