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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 | $33,984 | $34,316-1.0% | $74,723-54.5% | $72,976-53.4% |
| Participation rate | 42.9% | 42.4%+0.4pp | 54.5%-11.6pp | 69.5%-26.6pp |
| Annual return | 19.94% | 26.58%-6.6pp | 753.18%-733.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,901 | $692+174.7% | $1,084+75.3% | $2,440-22.1% |
| Participant deferral / active EE | $575 | $1,272-54.8% | $1,962-70.7% | $3,608-84.1% |
| Admin fee / account holder | $225 | $2,125-89.4% | $3,335-93.2% | $5,124-95.6% |