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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 | $29,733+14.2% | $56,025-39.4% | $80,959-58.1% |
| Participation rate | 32.1% | 41.7%-9.6pp | 52.5%-20.4pp | 67.7%-35.5pp |
| Annual return | 18.79% | 35.28%-16.5pp | 1712.69%-1693.9pp | 35.67%-16.9pp |
| Employer contribution / active EE | $719 | $672+7.1% | $1,042-30.9% | $2,757-73.9% |
| Participant deferral / active EE | $2,237 | $1,229+82.0% | $1,955+14.5% | $4,300-48.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |