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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 | $29,493 | $34,316-14.1% | $74,719-60.5% | $72,983-59.6% |
| Participation rate | 21.5% | 42.4%-20.9pp | 54.5%-32.9pp | 69.5%-48.0pp |
| Annual return | 26.58% | 26.58%0pp | 753.05%-726.5pp | 81.01%-54.4pp |
| Employer contribution / active EE | $770 | $692+11.3% | $1,084-29.0% | $2,440-68.5% |
| Participant deferral / active EE | $849 | $1,272-33.3% | $1,963-56.8% | $3,608-76.5% |
| Admin fee / account holder | $16 | $2,125-99.2% | $3,334-99.5% | $5,124-99.7% |