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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 | $24,731 | $47,479-47.9% | $62,929-60.7% | $82,448-70.0% |
| Participation rate | 61.5% | 66.9%-5.3pp | 73.1%-11.6pp | 68.1%-6.5pp |
| Annual return | 17.48% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $535 | $1,885-71.6% | $2,505-78.6% | $2,551-79.0% |
| Participant deferral / active EE | $1,583 | $2,870-44.9% | $3,888-59.3% | $4,139-61.8% |
| Admin fee / account holder | $18 | $3,804-99.5% | $5,065-99.6% | $7,234-99.7% |