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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 | $30,437-10.9% | $56,033-51.6% | $74,459-63.6% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 19.81% | 24.96%-5.1pp | 1711.38%-1691.6pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $272 | $610-55.5% | $1,041-73.9% | $2,626-89.7% |
| Participant deferral / active EE | $793 | $1,176-32.6% | $1,954-59.4% | $4,350-81.8% |
| Admin fee / account holder | $122 | $2,363-94.9% | $2,827-95.7% | $1,945-93.7% |