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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 | $22,266 | $58,057-61.6% | $97,032-77.1% | $86,983-74.4% |
| Participation rate | 36.1% | 60.4%-24.3pp | 71.6%-35.5pp | 69.5%-33.4pp |
| Annual return | 25.82% | 22.26%+3.6pp | 35.38%-9.6pp | 25.83%0pp |
| Employer contribution / active EE | $529 | $1,663-68.2% | $2,629-79.9% | $2,584-79.5% |
| Participant deferral / active EE | $2,116 | $3,244-34.8% | $4,672-54.7% | $4,194-49.5% |
| Admin fee / account holder | $19 | $4,839-99.6% | $9,418-99.8% | $7,856-99.8% |