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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 | $17,324 | $84,236-79.4% | $170,435-89.8% | $70,126-75.3% |
| Participation rate | 49.1% | 70.8%-21.7pp | 83.6%-34.5pp | 69.5%-20.4pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.94%-190.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $422 | $3,387-87.5% | $5,432-92.2% | $2,343-82.0% |
| Participant deferral / active EE | $924 | $3,086-70.1% | $4,939-81.3% | $3,332-72.3% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |