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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 | $18,457 | $81,668-77.4% | $58,507-68.5% | $139,487-86.8% |
| Participation rate | 52.6% | 61.3%-8.7pp | 50.9%+1.8pp | 80.3%-27.7pp |
| Annual return | 21.28% | 7430.07%-7408.8pp | 4252.32%-4231.0pp | 373.84%-352.6pp |
| Employer contribution / active EE | $617 | $1,398-55.8% | $1,053-41.4% | $4,755-87.0% |
| Participant deferral / active EE | $2,732 | $2,554+7.0% | $1,922+42.1% | $6,713-59.3% |
| Admin fee / account holder | $88 | $3,212-97.3% | $2,486-96.5% | $11,407-99.2% |