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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 | $36,786 | $29,716+23.8% | $56,077-34.4% | $80,925-54.5% |
| Participation rate | 30.3% | 41.7%-11.4pp | 52.5%-22.2pp | 67.7%-37.4pp |
| Annual return | 12.47% | 35.30%-22.8pp | 1709.28%-1696.8pp | 35.65%-23.2pp |
| Employer contribution / active EE | $586 | $671-12.6% | $1,040-43.6% | $2,756-78.7% |
| Participant deferral / active EE | $868 | $1,228-29.4% | $1,954-55.6% | $4,299-79.8% |
| Admin fee / account holder | $22 | $2,432-99.1% | $2,825-99.2% | $6,940-99.7% |