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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 | $28,708 | $29,736-3.5% | $56,033-48.8% | $80,935-64.5% |
| Participation rate | 18.2% | 41.7%-23.5pp | 52.5%-34.3pp | 67.7%-49.5pp |
| Annual return | 12.10% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $304 | $671-54.8% | $1,041-70.8% | $2,757-89.0% |
| Participant deferral / active EE | $599 | $1,228-51.2% | $1,954-69.4% | $4,299-86.1% |
| Admin fee / account holder | $180 | $2,434-92.6% | $2,827-93.6% | $6,924-97.4% |