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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 | $40,008 | $30,437+31.4% | $56,033-28.6% | $74,459-46.3% |
| Participation rate | 21.1% | 32.9%-11.8pp | 52.5%-31.4pp | 67.2%-46.1pp |
| Annual return | 24.54% | 24.96%-0.4pp | 1711.38%-1686.8pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $314 | $610-48.5% | $1,041-69.8% | $2,626-88.0% |
| Participant deferral / active EE | $495 | $1,176-57.9% | $1,954-74.6% | $4,350-88.6% |
| Admin fee / account holder | $71 | $2,363-97.0% | $2,827-97.5% | $1,945-96.4% |