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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 | $33,953 | $29,716+14.3% | $56,077-39.5% | $80,925-58.0% |
| Participation rate | 32.1% | 41.7%-9.6pp | 52.5%-20.4pp | 67.7%-35.5pp |
| Annual return | 18.79% | 35.30%-16.5pp | 1709.28%-1690.5pp | 35.65%-16.9pp |
| Employer contribution / active EE | $719 | $671+7.2% | $1,040-30.8% | $2,756-73.9% |
| Participant deferral / active EE | $2,237 | $1,228+82.1% | $1,954+14.5% | $4,299-47.9% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |