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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 | $33,797 | $27,943+20.9% | $58,507-42.2% | $75,177-55.0% |
| Participation rate | 26.8% | 38.8%-12.0pp | 50.9%-24.0pp | 67.2%-40.4pp |
| Annual return | 21.96% | 44.22%-22.3pp | 4252.32%-4230.4pp | 160.75%-138.8pp |
| Employer contribution / active EE | $464 | $670-30.7% | $1,053-55.9% | $2,671-82.6% |
| Participant deferral / active EE | $1,508 | $1,202+25.5% | $1,922-21.6% | $4,126-63.5% |
| Admin fee / account holder | $4 | $1,727-99.8% | $2,486-99.8% | $5,651-99.9% |