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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 | $5,776 | $30,421-81.0% | $56,077-89.7% | $74,429-92.2% |
| Participation rate | 35.6% | 32.9%+2.7pp | 52.5%-16.9pp | 67.2%-31.6pp |
| Annual return | 17.74% | 24.94%-7.2pp | 1709.28%-1691.5pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $470 | $610-22.8% | $1,040-54.8% | $2,625-82.1% |
| Participant deferral / active EE | $650 | $1,175-44.7% | $1,954-66.7% | $4,348-85.1% |
| Admin fee / account holder | $294 | $2,363-87.6% | $2,825-89.6% | $1,944-84.9% |