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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 | $30,883 | $85,766-64.0% | $136,298-77.3% | $70,126-56.0% |
| Participation rate | 36.1% | 74.2%-38.0pp | 81.9%-45.8pp | 69.5%-33.4pp |
| Annual return | 17.63% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,225 | $2,966-58.7% | $4,696-73.9% | $2,343-47.7% |
| Participant deferral / active EE | $2,931 | $5,051-42.0% | $6,247-53.1% | $3,332-12.0% |
| Admin fee / account holder | $129 | $5,421-97.6% | $9,244-98.6% | $4,645-97.2% |