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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 | $24,282 | $30,421-20.2% | $56,077-56.7% | $74,429-67.4% |
| Participation rate | 12.3% | 32.9%-20.6pp | 52.5%-40.2pp | 67.2%-54.9pp |
| Annual return | 13.89% | 24.94%-11.0pp | 1709.28%-1695.4pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $271 | $610-55.6% | $1,040-74.0% | $2,625-89.7% |
| Participant deferral / active EE | $325 | $1,175-72.3% | $1,954-83.4% | $4,348-92.5% |
| Admin fee / account holder | $59 | $2,363-97.5% | $2,825-97.9% | $1,944-97.0% |