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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 | $26,621 | $29,319-9.2% | $52,425-49.2% | $82,448-67.7% |
| Participation rate | 28.6% | 46.9%-18.3pp | 55.6%-27.1pp | 68.1%-39.5pp |
| Annual return | 32.27% | 535.20%-502.9pp | 302.12%-269.8pp | 41.64%-9.4pp |
| Employer contribution / active EE | $465 | $586-20.8% | $914-49.2% | $2,551-81.8% |
| Participant deferral / active EE | $1,996 | $1,171+70.4% | $1,790+11.5% | $4,139-51.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |