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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 | $30,013 | $29,319+2.4% | $52,425-42.8% | $82,448-63.6% |
| Participation rate | 32.1% | 46.9%-14.7pp | 55.6%-23.5pp | 68.1%-35.9pp |
| Annual return | 24.24% | 535.20%-511.0pp | 302.12%-277.9pp | 41.64%-17.4pp |
| Employer contribution / active EE | $619 | $586+5.6% | $914-32.2% | $2,551-75.7% |
| Participant deferral / active EE | $3,144 | $1,171+168.4% | $1,790+75.6% | $4,139-24.0% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |