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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 | $28,860 | $27,943+3.3% | $58,507-50.7% | $75,177-61.6% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 20.92% | 44.22%-23.3pp | 4252.32%-4231.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $2,029 | $670+202.9% | $1,053+92.6% | $2,671-24.1% |
| Participant deferral / active EE | $2,847 | $1,202+136.9% | $1,922+48.1% | $4,126-31.0% |
| Admin fee / account holder | $136 | $1,727-92.1% | $2,486-94.5% | $5,651-97.6% |