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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 | $35,248 | $34,316+2.7% | $74,723-52.8% | $72,976-51.7% |
| Participation rate | 25.9% | 42.4%-16.5pp | 54.5%-28.5pp | 69.5%-43.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $765 | $692+10.5% | $1,084-29.5% | $2,440-68.7% |
| Participant deferral / active EE | $1,532 | $1,272+20.4% | $1,962-21.9% | $3,608-57.5% |
| Admin fee / account holder | $247 | $2,125-88.4% | $3,335-92.6% | $5,124-95.2% |