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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 | $28,624+2.2% | $53,647-45.4% | $82,637-64.6% |
| Participation rate | 39.5% | 47.3%-7.8pp | 56.3%-16.8pp | 68.1%-28.6pp |
| Annual return | 21.99% | 664.98%-643.0pp | 358.33%-336.3pp | 53.51%-31.5pp |
| Employer contribution / active EE | $1,039 | $637+63.2% | $962+8.0% | $2,552-59.3% |
| Participant deferral / active EE | $2,142 | $1,196+79.0% | $1,813+18.1% | $4,126-48.1% |
| Admin fee / account holder | $2 | $2,022-99.9% | $2,460-99.9% | $7,339-100.0% |