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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 | $24,172 | $51,606-53.2% | $129,339-81.3% | $80,911-70.1% |
| Participation rate | 38.3% | 57.0%-18.7pp | 69.6%-31.3pp | 67.6%-29.3pp |
| Annual return | 14.61% | 20.76%-6.2pp | 9437.05%-9422.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,105 | $1,582-30.1% | $4,154-73.4% | $2,756-59.9% |
| Participant deferral / active EE | $1,470 | $2,669-44.9% | $4,170-64.8% | $4,297-65.8% |
| Admin fee / account holder | $199 | $4,310-95.4% | $7,668-97.4% | $6,935-97.1% |