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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 | $26,626 | $48,314-44.9% | $67,561-60.6% | $80,925-67.1% |
| Participation rate | 23.3% | 66.4%-43.1pp | 72.9%-49.6pp | 67.7%-44.3pp |
| Annual return | 17.06% | 18.28%-1.2pp | 3525.44%-3508.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $488 | $2,022-75.9% | $2,735-82.2% | $2,756-82.3% |
| Participant deferral / active EE | $1,686 | $2,927-42.4% | $4,003-57.9% | $4,299-60.8% |
| Admin fee / account holder | $87 | $3,690-97.6% | $4,006-97.8% | $6,940-98.7% |