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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 | $32,604 | $29,667+9.9% | $56,441-42.2% | $80,874-59.7% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 19.18% | 35.22%-16.0pp | 1704.21%-1685.0pp | 35.62%-16.4pp |
| Employer contribution / active EE | $146 | $669-78.1% | $1,039-85.9% | $2,756-94.7% |
| Participant deferral / active EE | $677 | $1,227-44.8% | $1,953-65.3% | $4,297-84.2% |
| Admin fee / account holder | $20 | $2,429-99.2% | $2,829-99.3% | $6,935-99.7% |