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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 | $30,385+31.7% | $56,054-28.6% | $74,400-46.2% |
| Participation rate | 21.1% | 32.9%-11.8pp | 52.5%-31.4pp | 67.2%-46.1pp |
| Annual return | 24.54% | 24.92%-0.4pp | 1705.95%-1681.4pp | 1367.51%-1343.0pp |
| Employer contribution / active EE | $314 | $609-48.4% | $1,039-69.7% | $2,624-88.0% |
| Participant deferral / active EE | $495 | $1,174-57.8% | $1,952-74.6% | $4,348-88.6% |
| Admin fee / account holder | $71 | $2,361-97.0% | $2,822-97.5% | $1,944-96.4% |