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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 | $28,624-7.0% | $53,647-50.4% | $82,637-67.8% |
| Participation rate | 28.6% | 47.3%-18.7pp | 56.3%-27.7pp | 68.1%-39.5pp |
| Annual return | 32.27% | 664.98%-632.7pp | 358.33%-326.1pp | 53.51%-21.2pp |
| Employer contribution / active EE | $465 | $637-27.0% | $962-51.7% | $2,552-81.8% |
| Participant deferral / active EE | $1,996 | $1,196+66.8% | $1,813+10.1% | $4,126-51.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |