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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 | $34,932-31.8% | $56,441-57.8% | $74,546-68.1% |
| Participation rate | 23.6% | 32.9%-9.3pp | 52.5%-28.9pp | 67.2%-43.6pp |
| Annual return | 16.15% | 24.90%-8.8pp | 1704.21%-1688.1pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $648 | $608+6.6% | $1,039-37.6% | $2,624-75.3% |
| Participant deferral / active EE | $1,668 | $1,173+42.2% | $1,953-14.6% | $4,347-61.6% |
| Admin fee / account holder | $265 | $2,359-88.8% | $2,829-90.6% | $1,944-86.4% |