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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 | $39,866 | $29,716+34.2% | $56,077-28.9% | $80,925-50.7% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 13.02% | 35.30%-22.3pp | 1709.28%-1696.3pp | 35.65%-22.6pp |
| Employer contribution / active EE | $336 | $671-50.0% | $1,040-67.7% | $2,756-87.8% |
| Participant deferral / active EE | $1,681 | $1,228+36.8% | $1,954-14.0% | $4,299-60.9% |
| Admin fee / account holder | $20 | $2,432-99.2% | $2,825-99.3% | $6,940-99.7% |