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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 | $39,275 | $39,036+0.6% | $80,784-51.4% | $85,851-54.3% |
| Participation rate | 27.6% | 41.6%-14.0pp | 54.2%-26.6pp | 69.3%-41.7pp |
| Annual return | 83.19% | 26.31%+56.9pp | 87.31%-4.1pp | 318.63%-235.4pp |
| Employer contribution / active EE | $501 | $722-30.6% | $1,160-56.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,828 | $1,326+37.8% | $2,145-14.8% | $3,952-53.7% |
| Admin fee / account holder | $7 | $2,429-99.7% | $3,380-99.8% | $6,261-99.9% |