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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 | $21,465 | $114,013-81.2% | $103,693-79.3% | $155,188-86.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 20.16% | 49.31%-29.2pp | 47.61%-27.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $527 | $3,131-83.2% | $2,920-82.0% | $4,248-87.6% |
| Participant deferral / active EE | $2,269 | $4,970-54.3% | $4,579-50.4% | $6,531-65.3% |
| Admin fee / account holder | $61 | $8,407-99.3% | $7,858-99.2% | $14,480-99.6% |