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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 | $34,587 | $29,736+16.3% | $56,033-38.3% | $80,935-57.3% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.0pp |
| Annual return | 18.48% | 35.28%-16.8pp | 1711.38%-1692.9pp | 35.66%-17.2pp |
| Employer contribution / active EE | $419 | $671-37.7% | $1,041-59.8% | $2,757-84.8% |
| Participant deferral / active EE | $1,650 | $1,228+34.3% | $1,954-15.6% | $4,299-61.6% |
| Admin fee / account holder | $249 | $2,434-89.7% | $2,827-91.2% | $6,924-96.4% |