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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 | $12,057 | $48,327-75.1% | $67,575-82.2% | $80,935-85.1% |
| Participation rate | 38.9% | 66.4%-27.5pp | 72.9%-34.0pp | 67.7%-28.8pp |
| Annual return | 32.74% | 18.31%+14.4pp | 3528.98%-3496.2pp | 35.66%-2.9pp |
| Employer contribution / active EE | $687 | $2,022-66.0% | $2,736-74.9% | $2,757-75.1% |
| Participant deferral / active EE | $1,251 | $2,927-57.3% | $4,003-68.7% | $4,299-70.9% |
| Admin fee / account holder | $13 | $3,692-99.7% | $3,993-99.7% | $6,924-99.8% |