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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 | $13,827 | $51,184-73.0% | $66,439-79.2% | $86,983-84.1% |
| Participation rate | 15.2% | 68.5%-53.3pp | 74.5%-59.3pp | 69.5%-54.3pp |
| Annual return | 15.60% | 17.07%-1.5pp | 757.66%-742.1pp | 25.83%-10.2pp |
| Employer contribution / active EE | $569 | $2,023-71.8% | $2,637-78.4% | $2,584-78.0% |
| Participant deferral / active EE | $1,278 | $2,927-56.3% | $3,876-67.0% | $4,194-69.5% |
| Admin fee / account holder | $210 | $4,154-94.9% | $6,173-96.6% | $7,856-97.3% |