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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 | $24,726 | $95,406-74.1% | $185,849-86.7% | $85,847-71.2% |
| Participation rate | 37.0% | 68.8%-31.7pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 12.35% | 23.59%-11.2pp | 122.10%-109.7pp | 318.61%-306.3pp |
| Employer contribution / active EE | $822 | $3,314-75.2% | $5,169-84.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,714 | $3,424-49.9% | $5,569-69.2% | $3,952-56.6% |
| Admin fee / account holder | $276 | $7,214-96.2% | $16,244-98.3% | $6,261-95.6% |