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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 | $15,264 | $101,618-85.0% | $93,063-83.6% | $137,256-88.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 17.10% | 223.95%-206.8pp | 34.15%-17.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $695 | $2,707-74.3% | $2,476-71.9% | $4,156-83.3% |
| Participant deferral / active EE | $1,147 | $4,279-73.2% | $3,958-71.0% | $6,407-82.1% |
| Admin fee / account holder | $116 | $6,198-98.1% | $6,033-98.1% | $12,270-99.1% |