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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 | $29,733-4.1% | $56,025-49.1% | $80,959-64.8% |
| Participation rate | 32.4% | 41.7%-9.4pp | 52.5%-20.2pp | 67.7%-35.3pp |
| Annual return | 26.16% | 35.28%-9.1pp | 1712.69%-1686.5pp | 35.67%-9.5pp |
| Employer contribution / active EE | $665 | $672-0.9% | $1,042-36.1% | $2,757-75.9% |
| Participant deferral / active EE | $1,314 | $1,229+6.9% | $1,955-32.8% | $4,300-69.4% |
| Admin fee / account holder | $2 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |