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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 | $29,736+9.6% | $56,033-41.8% | $80,935-59.7% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 19.18% | 35.28%-16.1pp | 1711.38%-1692.2pp | 35.66%-16.5pp |
| Employer contribution / active EE | $146 | $671-78.2% | $1,041-85.9% | $2,757-94.7% |
| Participant deferral / active EE | $677 | $1,228-44.8% | $1,954-65.3% | $4,299-84.2% |
| Admin fee / account holder | $20 | $2,434-99.2% | $2,827-99.3% | $6,924-99.7% |