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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 | $34,322 | $29,716+15.5% | $56,077-38.8% | $80,925-57.6% |
| Participation rate | 21.2% | 41.7%-20.5pp | 52.5%-31.3pp | 67.7%-46.5pp |
| Annual return | 11.63% | 35.30%-23.7pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $239 | $671-64.3% | $1,040-77.0% | $2,756-91.3% |
| Participant deferral / active EE | $1,245 | $1,228+1.4% | $1,954-36.3% | $4,299-71.0% |
| Admin fee / account holder | $50 | $2,432-97.9% | $2,825-98.2% | $6,940-99.3% |