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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 | $31,404 | $29,736+5.6% | $56,033-44.0% | $80,935-61.2% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.7%-44.0pp |
| Annual return | 27.25% | 35.28%-8.0pp | 1711.38%-1684.1pp | 35.66%-8.4pp |
| Employer contribution / active EE | $591 | $671-11.9% | $1,041-43.2% | $2,757-78.5% |
| Participant deferral / active EE | $1,479 | $1,228+20.4% | $1,954-24.3% | $4,299-65.6% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |