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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 | $28,975 | $69,515-58.3% | $86,868-66.6% | $85,856-66.3% |
| Participation rate | 39.7% | 66.3%-26.6pp | 71.6%-31.9pp | 69.3%-29.6pp |
| Annual return | 15.34% | 20.12%-4.8pp | 63.53%-48.2pp | 318.58%-303.2pp |
| Employer contribution / active EE | $637 | $1,880-66.1% | $2,496-74.5% | $2,565-75.2% |
| Participant deferral / active EE | $1,470 | $2,919-49.7% | $3,699-60.3% | $3,952-62.8% |
| Admin fee / account holder | $136 | $5,972-97.7% | $5,829-97.7% | $6,261-97.8% |