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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 | $29,264 | $29,319-0.2% | $52,425-44.2% | $82,448-64.5% |
| Participation rate | 39.5% | 46.9%-7.4pp | 55.6%-16.1pp | 68.1%-28.6pp |
| Annual return | 21.99% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,039 | $586+77.2% | $914+13.7% | $2,551-59.3% |
| Participant deferral / active EE | $2,142 | $1,171+82.8% | $1,790+19.6% | $4,139-48.3% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |