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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 | $24,496 | $29,733-17.6% | $56,025-56.3% | $80,959-69.7% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.7%-40.1pp |
| Annual return | 16.53% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $259 | $672-61.5% | $1,042-75.2% | $2,757-90.6% |
| Participant deferral / active EE | $1,372 | $1,229+11.6% | $1,955-29.8% | $4,300-68.1% |
| Admin fee / account holder | $127 | $2,434-94.8% | $2,828-95.5% | $6,925-98.2% |