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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 | $39,167 | $49,891-21.5% | $80,607-51.4% | $75,181-47.9% |
| Participation rate | 30.8% | 55.3%-24.5pp | 67.0%-36.2pp | 67.2%-36.4pp |
| Annual return | 29.94% | 34.67%-4.7pp | 936.11%-906.2pp | 160.69%-130.7pp |
| Employer contribution / active EE | $1,923 | $1,698+13.3% | $2,724-29.4% | $2,671-28.0% |
| Participant deferral / active EE | $2,039 | $2,991-31.8% | $4,448-54.1% | $4,126-50.6% |
| Admin fee / account holder | $20 | $3,578-99.4% | $5,379-99.6% | $5,650-99.6% |