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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 | $29,725 | $28,624+3.8% | $53,647-44.6% | $82,637-64.0% |
| Participation rate | 17.9% | 47.3%-29.4pp | 56.3%-38.4pp | 68.1%-50.2pp |
| Annual return | 22.13% | 664.98%-642.9pp | 358.33%-336.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $491 | $637-22.9% | $962-49.0% | $2,552-80.8% |
| Participant deferral / active EE | $912 | $1,196-23.7% | $1,813-49.7% | $4,126-77.9% |
| Admin fee / account holder | $214 | $2,022-89.4% | $2,460-91.3% | $7,339-97.1% |