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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 | $35,883 | $29,733+20.7% | $56,025-36.0% | $80,959-55.7% |
| Participation rate | 23.3% | 41.7%-18.4pp | 52.5%-29.2pp | 67.7%-44.3pp |
| Annual return | 11.57% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $448 | $672-33.3% | $1,042-57.0% | $2,757-83.7% |
| Participant deferral / active EE | $2,309 | $1,229+87.8% | $1,955+18.1% | $4,300-46.3% |
| Admin fee / account holder | $52 | $2,434-97.9% | $2,828-98.2% | $6,925-99.3% |