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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 | $38,805 | $28,624+35.6% | $53,647-27.7% | $82,637-53.0% |
| Participation rate | 34.5% | 47.3%-12.8pp | 56.3%-21.8pp | 68.1%-33.6pp |
| Annual return | 24.68% | 664.98%-640.3pp | 358.33%-333.7pp | 53.51%-28.8pp |
| Employer contribution / active EE | $645 | $637+1.3% | $962-33.0% | $2,552-74.7% |
| Participant deferral / active EE | $2,536 | $1,196+112.0% | $1,813+39.9% | $4,126-38.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |