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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 | $24,830 | $29,319-15.3% | $52,425-52.6% | $82,448-69.9% |
| Participation rate | 34.1% | 46.9%-12.7pp | 55.6%-21.5pp | 68.1%-33.9pp |
| Annual return | 20.99% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $625 | $586+6.5% | $914-31.7% | $2,551-75.5% |
| Participant deferral / active EE | $2,027 | $1,171+73.1% | $1,790+13.2% | $4,139-51.0% |
| Admin fee / account holder | $142 | $1,962-92.7% | $2,495-94.3% | $7,234-98.0% |