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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 | $14,651 | $29,319-50.0% | $52,425-72.1% | $82,448-82.2% |
| Participation rate | 57.9% | 46.9%+11.0pp | 55.6%+2.3pp | 68.1%-10.2pp |
| Annual return | 26.41% | 535.20%-508.8pp | 302.12%-275.7pp | 41.64%-15.2pp |
| Employer contribution / active EE | $599 | $586+2.1% | $914-34.5% | $2,551-76.5% |
| Participant deferral / active EE | $1,712 | $1,171+46.1% | $1,790-4.4% | $4,139-58.6% |
| Admin fee / account holder | $28 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |