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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 | $30,807 | $29,733+3.6% | $56,025-45.0% | $80,959-61.9% |
| Participation rate | 68.1% | 41.7%+26.4pp | 52.5%+15.6pp | 67.7%+0.4pp |
| Annual return | 13.50% | 35.28%-21.8pp | 1712.69%-1699.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $724 | $672+7.8% | $1,042-30.5% | $2,757-73.7% |
| Participant deferral / active EE | $1,392 | $1,229+13.2% | $1,955-28.8% | $4,300-67.6% |
| Admin fee / account holder | $39 | $2,434-98.4% | $2,828-98.6% | $6,925-99.4% |