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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 | $14,625 | $52,279-72.0% | $89,435-83.6% | $79,856-81.7% |
| Participation rate | 29.6% | 57.5%-27.9pp | 68.0%-38.4pp | 69.6%-40.0pp |
| Annual return | 20.26% | 22.16%-1.9pp | 245.55%-225.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $660 | $1,572-58.0% | $2,587-74.5% | $2,471-73.3% |
| Participant deferral / active EE | $1,308 | $2,740-52.3% | $3,890-66.4% | $3,741-65.0% |
| Admin fee / account holder | $20 | $3,356-99.4% | $4,884-99.6% | $5,306-99.6% |