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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 | $18,355 | $52,961-65.3% | $172,755-89.4% | $65,185-71.8% |
| Participation rate | 21.0% | 66.2%-45.2pp | 82.6%-61.7pp | 70.2%-49.2pp |
| Annual return | 27.82% | 30.12%-2.3pp | 802.94%-775.1pp | 29.38%-1.6pp |
| Employer contribution / active EE | $546 | $2,190-75.1% | $5,144-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $1,278 | $2,471-48.3% | $5,198-75.4% | $3,514-63.6% |
| Admin fee / account holder | $254 | $472-46.3% | $13,955-98.2% | $847-70.1% |