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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 | $31,314 | $29,670+5.5% | $56,054-44.1% | $80,911-61.3% |
| Participation rate | 32.1% | 41.7%-9.5pp | 52.5%-20.3pp | 67.6%-35.5pp |
| Annual return | 13.04% | 35.24%-22.2pp | 1705.95%-1692.9pp | 35.63%-22.6pp |
| Employer contribution / active EE | $913 | $670+36.4% | $1,039-12.1% | $2,756-66.9% |
| Participant deferral / active EE | $1,988 | $1,227+62.1% | $1,952+1.9% | $4,297-53.7% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |