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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 | $28,519 | $29,716-4.0% | $56,077-49.1% | $80,925-64.8% |
| Participation rate | 32.4% | 41.7%-9.3pp | 52.5%-20.1pp | 67.7%-35.3pp |
| Annual return | 26.16% | 35.30%-9.1pp | 1709.28%-1683.1pp | 35.65%-9.5pp |
| Employer contribution / active EE | $665 | $671-0.8% | $1,040-36.0% | $2,756-75.9% |
| Participant deferral / active EE | $1,314 | $1,228+7.0% | $1,954-32.7% | $4,299-69.4% |
| Admin fee / account holder | $2 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |