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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 | $30,803 | $29,716+3.7% | $56,077-45.1% | $80,925-61.9% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.7%-54.8pp |
| Annual return | 17.59% | 35.30%-17.7pp | 1709.28%-1691.7pp | 35.65%-18.1pp |
| Employer contribution / active EE | $227 | $671-66.2% | $1,040-78.2% | $2,756-91.8% |
| Participant deferral / active EE | $984 | $1,228-19.9% | $1,954-49.6% | $4,299-77.1% |
| Admin fee / account holder | $228 | $2,432-90.6% | $2,825-91.9% | $6,940-96.7% |