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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 | $32,927 | $29,736+10.7% | $56,033-41.2% | $80,935-59.3% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 16.53% | 35.28%-18.7pp | 1711.38%-1694.8pp | 35.66%-19.1pp |
| Employer contribution / active EE | $424 | $671-36.9% | $1,041-59.3% | $2,757-84.6% |
| Participant deferral / active EE | $1,831 | $1,228+49.1% | $1,954-6.3% | $4,299-57.4% |
| Admin fee / account holder | $19 | $2,434-99.2% | $2,827-99.3% | $6,924-99.7% |