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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 | $17,122 | $61,787-72.3% | $97,197-82.4% | $80,925-78.8% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.4pp | 67.7%-34.3pp |
| Annual return | 15.26% | -558.16%+573.4pp | 75.47%-60.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $845 | $1,836-54.0% | $2,723-69.0% | $2,756-69.3% |
| Participant deferral / active EE | $2,292 | $3,027-24.3% | $4,263-46.2% | $4,299-46.7% |
| Admin fee / account holder | $51 | $5,170-99.0% | $5,637-99.1% | $6,940-99.3% |