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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 | $31,438 | $27,943+12.5% | $58,507-46.3% | $75,177-58.2% |
| Participation rate | 23.9% | 38.8%-14.9pp | 50.9%-27.0pp | 67.2%-43.3pp |
| Annual return | 20.96% | 44.22%-23.3pp | 4252.32%-4231.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $413 | $670-38.3% | $1,053-60.8% | $2,671-84.5% |
| Participant deferral / active EE | $1,003 | $1,202-16.6% | $1,922-47.8% | $4,126-75.7% |
| Admin fee / account holder | $152 | $1,727-91.2% | $2,486-93.9% | $5,651-97.3% |