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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 | $34,932-30.5% | $56,441-57.0% | $74,546-67.4% |
| Participation rate | 12.3% | 32.9%-20.6pp | 52.5%-40.2pp | 67.2%-54.9pp |
| Annual return | 13.89% | 24.90%-11.0pp | 1704.21%-1690.3pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $271 | $608-55.5% | $1,039-73.9% | $2,624-89.7% |
| Participant deferral / active EE | $325 | $1,173-72.3% | $1,953-83.3% | $4,347-92.5% |
| Admin fee / account holder | $59 | $2,359-97.5% | $2,829-97.9% | $1,944-97.0% |