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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 | $26,708 | $29,736-10.2% | $56,033-52.3% | $80,935-67.0% |
| Participation rate | 23.3% | 41.7%-18.4pp | 52.5%-29.2pp | 67.7%-44.3pp |
| Annual return | 23.69% | 35.28%-11.6pp | 1711.38%-1687.7pp | 35.66%-12.0pp |
| Employer contribution / active EE | $608 | $671-9.5% | $1,041-41.6% | $2,757-77.9% |
| Participant deferral / active EE | $1,382 | $1,228+12.5% | $1,954-29.3% | $4,299-67.9% |
| Admin fee / account holder | $20 | $2,434-99.2% | $2,827-99.3% | $6,924-99.7% |