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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 | $27,121 | $30,423-10.9% | $56,025-51.6% | $74,478-63.6% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 19.81% | 24.97%-5.2pp | 1712.69%-1692.9pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $272 | $610-55.5% | $1,042-73.9% | $2,626-89.7% |
| Participant deferral / active EE | $793 | $1,176-32.6% | $1,955-59.4% | $4,350-81.8% |
| Admin fee / account holder | $122 | $2,363-94.9% | $2,828-95.7% | $1,946-93.8% |