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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 | $23,813 | $30,423-21.7% | $56,025-57.5% | $74,478-68.0% |
| Participation rate | 23.6% | 32.9%-9.3pp | 52.5%-28.9pp | 67.2%-43.6pp |
| Annual return | 16.15% | 24.97%-8.8pp | 1712.69%-1696.5pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $648 | $610+6.2% | $1,042-37.8% | $2,626-75.3% |
| Participant deferral / active EE | $1,668 | $1,176+41.8% | $1,955-14.7% | $4,350-61.7% |
| Admin fee / account holder | $265 | $2,363-88.8% | $2,828-90.6% | $1,946-86.4% |