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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 | $26,197 | $27,936-6.2% | $58,561-55.3% | $75,173-65.2% |
| Participation rate | 40.7% | 38.8%+1.9pp | 50.9%-10.1pp | 67.2%-26.5pp |
| Annual return | 23.34% | 44.21%-20.9pp | 4251.33%-4228.0pp | 160.72%-137.4pp |
| Employer contribution / active EE | $840 | $670+25.5% | $1,053-20.2% | $2,671-68.5% |
| Participant deferral / active EE | $2,658 | $1,202+121.2% | $1,923+38.2% | $4,126-35.6% |
| Admin fee / account holder | $2 | $1,727-99.9% | $2,520-99.9% | $5,651-100.0% |