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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 | $14,581 | $29,736-51.0% | $56,033-74.0% | $80,935-82.0% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 20.33% | 35.28%-14.9pp | 1711.38%-1691.0pp | 35.66%-15.3pp |
| Employer contribution / active EE | $340 | $671-49.4% | $1,041-67.3% | $2,757-87.7% |
| Participant deferral / active EE | $863 | $1,228-29.8% | $1,954-55.8% | $4,299-79.9% |
| Admin fee / account holder | $99 | $2,434-95.9% | $2,827-96.5% | $6,924-98.6% |