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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 | $31,577 | $29,733+6.2% | $56,025-43.6% | $80,959-61.0% |
| Participation rate | 39.3% | 41.7%-2.4pp | 52.5%-13.2pp | 67.7%-28.4pp |
| Annual return | 14.74% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $479 | $672-28.7% | $1,042-54.0% | $2,757-82.6% |
| Participant deferral / active EE | $1,280 | $1,229+4.1% | $1,955-34.5% | $4,300-70.2% |
| Admin fee / account holder | $221 | $2,434-90.9% | $2,828-92.2% | $6,925-96.8% |