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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 | $33,415 | $27,639+20.9% | $61,501-45.7% | $68,490-51.2% |
| Participation rate | 17.9% | 39.5%-21.7pp | 52.6%-34.7pp | 67.9%-50.0pp |
| Annual return | 29.62% | -13.19%+42.8pp | 339.04%-309.4pp | -7.85%+37.5pp |
| Employer contribution / active EE | $499 | $696-28.3% | $1,160-57.0% | $2,597-80.8% |
| Participant deferral / active EE | $1,835 | $1,264+45.2% | $2,125-13.6% | $4,028-54.4% |
| Admin fee / account holder | $3 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |