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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 | $48,314-75.0% | $67,561-82.2% | $80,925-85.1% |
| Participation rate | 38.9% | 66.4%-27.5pp | 72.9%-34.0pp | 67.7%-28.8pp |
| Annual return | 32.74% | 18.28%+14.5pp | 3525.44%-3492.7pp | 35.65%-2.9pp |
| Employer contribution / active EE | $687 | $2,022-66.0% | $2,735-74.9% | $2,756-75.1% |
| Participant deferral / active EE | $1,251 | $2,927-57.2% | $4,003-68.7% | $4,299-70.9% |
| Admin fee / account holder | $13 | $3,690-99.7% | $4,006-99.7% | $6,940-99.8% |