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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 | $14,833 | $85,171-82.6% | $172,753-91.4% | $72,976-79.7% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.7pp | 69.5%-18.6pp |
| Annual return | 23.02% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $949 | $3,324-71.4% | $5,144-81.5% | $2,440-61.1% |
| Participant deferral / active EE | $1,804 | $3,260-44.7% | $5,198-65.3% | $3,608-50.0% |
| Admin fee / account holder | $220 | $5,880-96.3% | $13,956-98.4% | $5,124-95.7% |