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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 | $14,645 | $46,732-68.7% | $156,551-90.6% | $55,167-73.5% |
| Participation rate | 42.0% | 65.8%-23.8pp | 84.0%-42.0pp | 69.0%-27.0pp |
| Annual return | 20.64% | 17.72%+2.9pp | 32.23%-11.6pp | 169.23%-148.6pp |
| Employer contribution / active EE | $540 | $2,105-74.3% | $5,501-90.2% | $1,963-72.5% |
| Participant deferral / active EE | $2,040 | $2,204-7.5% | $4,871-58.1% | $3,054-33.2% |
| Admin fee / account holder | $137 | $418-67.3% | $13,028-99.0% | $504-72.9% |