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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 | $25,674 | $29,736-13.7% | $56,033-54.2% | $80,935-68.3% |
| Participation rate | 41.2% | 41.7%-0.5pp | 52.5%-11.3pp | 67.7%-26.5pp |
| Annual return | 31.51% | 35.28%-3.8pp | 1711.38%-1679.9pp | 35.66%-4.2pp |
| Employer contribution / active EE | $785 | $671+16.9% | $1,041-24.6% | $2,757-71.5% |
| Participant deferral / active EE | $4,011 | $1,228+226.6% | $1,954+105.3% | $4,299-6.7% |
| Admin fee / account holder | $270 | $2,434-88.9% | $2,827-90.5% | $6,924-96.1% |