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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 | $18,313 | $61,295-70.1% | $149,682-87.8% | $71,476-74.4% |
| Participation rate | 24.4% | 62.5%-38.1pp | 78.8%-54.4pp | 67.9%-43.5pp |
| Annual return | 15.70% | 35.86%-20.2pp | 134.35%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $372 | $2,380-84.4% | $4,818-92.3% | $2,589-85.6% |
| Participant deferral / active EE | $880 | $2,918-69.9% | $5,681-84.5% | $4,290-79.5% |
| Admin fee / account holder | $44 | $1,262-96.5% | $13,210-99.7% | $1,587-97.3% |