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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 | $22,982 | $51,184-55.1% | $66,439-65.4% | $86,983-73.6% |
| Participation rate | 58.1% | 68.5%-10.4pp | 74.5%-16.4pp | 69.5%-11.5pp |
| Annual return | 15.70% | 17.07%-1.4pp | 757.66%-742.0pp | 25.83%-10.1pp |
| Employer contribution / active EE | $568 | $2,023-71.9% | $2,637-78.4% | $2,584-78.0% |
| Participant deferral / active EE | $1,022 | $2,927-65.1% | $3,876-73.6% | $4,194-75.6% |
| Admin fee / account holder | $81 | $4,154-98.0% | $6,173-98.7% | $7,856-99.0% |