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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 | $29,667+3.8% | $56,441-45.4% | $80,874-61.9% |
| Participation rate | 68.1% | 41.7%+26.4pp | 52.5%+15.6pp | 67.6%+0.4pp |
| Annual return | 13.50% | 35.22%-21.7pp | 1704.21%-1690.7pp | 35.62%-22.1pp |
| Employer contribution / active EE | $724 | $669+8.2% | $1,039-30.3% | $2,756-73.7% |
| Participant deferral / active EE | $1,392 | $1,227+13.5% | $1,953-28.7% | $4,297-67.6% |
| Admin fee / account holder | $39 | $2,429-98.4% | $2,829-98.6% | $6,935-99.4% |