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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 | $34,682 | $28,624+21.2% | $53,647-35.4% | $82,637-58.0% |
| Participation rate | 50.0% | 47.3%+2.7pp | 56.3%-6.3pp | 68.1%-18.1pp |
| Annual return | 22.62% | 664.98%-642.4pp | 358.33%-335.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $396 | $637-37.8% | $962-58.8% | $2,552-84.5% |
| Participant deferral / active EE | $2,727 | $1,196+128.0% | $1,813+50.4% | $4,126-33.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |