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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 | $29,667+5.6% | $56,441-44.5% | $80,874-61.3% |
| Participation rate | 32.1% | 41.7%-9.5pp | 52.5%-20.4pp | 67.6%-35.5pp |
| Annual return | 13.04% | 35.22%-22.2pp | 1704.21%-1691.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $913 | $669+36.4% | $1,039-12.1% | $2,756-66.9% |
| Participant deferral / active EE | $1,988 | $1,227+62.1% | $1,953+1.8% | $4,297-53.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |