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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 | $31,064 | $28,624+8.5% | $53,647-42.1% | $82,637-62.4% |
| Participation rate | 23.2% | 47.3%-24.1pp | 56.3%-33.1pp | 68.1%-44.8pp |
| Annual return | 19.78% | 664.98%-645.2pp | 358.33%-338.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,969 | $1,196+64.6% | $1,813+8.6% | $4,126-52.3% |
| Admin fee / account holder | $133 | $2,022-93.4% | $2,460-94.6% | $7,339-98.2% |