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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 | $20,970 | $58,234-64.0% | $81,783-74.4% | $80,874-74.1% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.4%-20.4pp | 67.6%-15.6pp |
| Annual return | 17.76% | 41.70%-23.9pp | 775.05%-757.3pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,344 | $2,341-42.6% | $2,913-53.9% | $2,756-51.2% |
| Participant deferral / active EE | $1,846 | $3,283-43.8% | $4,320-57.3% | $4,297-57.0% |
| Admin fee / account holder | $18 | $4,982-99.6% | $7,380-99.8% | $6,935-99.7% |