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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 | $34,314 | $29,733+15.4% | $56,025-38.8% | $80,959-57.6% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 14.79% | 35.28%-20.5pp | 1712.69%-1697.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $540 | $672-19.6% | $1,042-48.1% | $2,757-80.4% |
| Participant deferral / active EE | $2,808 | $1,229+128.4% | $1,955+43.7% | $4,300-34.7% |
| Admin fee / account holder | $61 | $2,434-97.5% | $2,828-97.8% | $6,925-99.1% |