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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 | $14,919 | $114,013-86.9% | $103,693-85.6% | $155,188-90.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 23.08% | 49.31%-26.2pp | 47.61%-24.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $579 | $3,131-81.5% | $2,920-80.2% | $4,248-86.4% |
| Participant deferral / active EE | $2,843 | $4,970-42.8% | $4,579-37.9% | $6,531-56.5% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |