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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 | $25,501 | $35,183-27.5% | $73,550-65.3% | $70,126-63.6% |
| Participation rate | 12.1% | 42.9%-30.8pp | 54.9%-42.8pp | 69.5%-57.4pp |
| Annual return | 22.00% | 26.90%-4.9pp | -15.16%+37.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $164 | $709-76.9% | $1,219-86.6% | $2,343-93.0% |
| Participant deferral / active EE | $539 | $1,220-55.9% | $1,804-70.2% | $3,332-83.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |