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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 | $18,777 | $29,733-36.8% | $56,025-66.5% | $80,959-76.8% |
| Participation rate | 35.1% | 41.7%-6.6pp | 52.5%-17.4pp | 67.7%-32.5pp |
| Annual return | 17.99% | 35.28%-17.3pp | 1712.69%-1694.7pp | 35.67%-17.7pp |
| Employer contribution / active EE | $726 | $672+8.1% | $1,042-30.3% | $2,757-73.7% |
| Participant deferral / active EE | $1,361 | $1,229+10.7% | $1,955-30.4% | $4,300-68.3% |
| Admin fee / account holder | $81 | $2,434-96.7% | $2,828-97.1% | $6,925-98.8% |