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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 | $34,043 | $29,319+16.1% | $52,425-35.1% | $82,448-58.7% |
| Participation rate | 28.3% | 46.9%-18.5pp | 55.6%-27.3pp | 68.1%-39.7pp |
| Annual return | 25.59% | 535.20%-509.6pp | 302.12%-276.5pp | 41.64%-16.1pp |
| Employer contribution / active EE | $661 | $586+12.7% | $914-27.7% | $2,551-74.1% |
| Participant deferral / active EE | $2,326 | $1,171+98.6% | $1,790+29.9% | $4,139-43.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |