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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 | $23,023 | $29,736-22.6% | $56,033-58.9% | $80,935-71.6% |
| Participation rate | 14.7% | 41.7%-27.0pp | 52.5%-37.8pp | 67.7%-52.9pp |
| Annual return | 13.82% | 35.28%-21.5pp | 1711.38%-1697.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $128 | $671-80.9% | $1,041-87.7% | $2,757-95.4% |
| Participant deferral / active EE | $271 | $1,228-77.9% | $1,954-86.1% | $4,299-93.7% |
| Admin fee / account holder | $297 | $2,434-87.8% | $2,827-89.5% | $6,924-95.7% |