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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 | $28,016 | $84,236-66.7% | $170,435-83.6% | $70,126-60.0% |
| Participation rate | 34.4% | 70.8%-36.5pp | 83.6%-49.2pp | 69.5%-35.2pp |
| Annual return | 16.41% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $501 | $3,387-85.2% | $5,432-90.8% | $2,343-78.6% |
| Participant deferral / active EE | $1,295 | $3,086-58.0% | $4,939-73.8% | $3,332-61.1% |
| Admin fee / account holder | $78 | $5,698-98.6% | $13,881-99.4% | $4,645-98.3% |