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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 | $29,972 | $51,631-41.9% | $129,397-76.8% | $80,925-63.0% |
| Participation rate | 29.4% | 56.9%-27.5pp | 69.6%-40.2pp | 67.7%-38.2pp |
| Annual return | 15.65% | 20.77%-5.1pp | 9453.98%-9438.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $446 | $1,583-71.8% | $4,154-89.3% | $2,756-83.8% |
| Participant deferral / active EE | $2,227 | $2,670-16.6% | $4,167-46.6% | $4,299-48.2% |
| Admin fee / account holder | $19 | $4,309-99.6% | $7,679-99.8% | $6,940-99.7% |