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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 | $54,596 | $77,908-29.9% | $149,696-63.5% | $75,173-27.4% |
| Participation rate | 21.9% | 65.6%-43.7pp | 78.8%-56.9pp | 67.2%-45.3pp |
| Annual return | 17.71% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $480 | $3,138-84.7% | $4,821-90.0% | $2,671-82.0% |
| Participant deferral / active EE | $1,661 | $3,411-51.3% | $5,682-70.8% | $4,126-59.7% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |