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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 | $29,736+5.3% | $56,033-44.1% | $80,935-61.3% |
| Participation rate | 32.1% | 41.7%-9.6pp | 52.5%-20.3pp | 67.7%-35.5pp |
| Annual return | 13.04% | 35.28%-22.2pp | 1711.38%-1698.3pp | 35.66%-22.6pp |
| Employer contribution / active EE | $913 | $671+36.0% | $1,041-12.3% | $2,757-66.9% |
| Participant deferral / active EE | $1,988 | $1,228+61.9% | $1,954+1.8% | $4,299-53.8% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |