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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 | $24,579 | $101,063-75.7% | $81,473-69.8% | $147,586-83.3% |
| Participation rate | 23.1% | 74.5%-51.4pp | 68.0%-44.9pp | 82.8%-59.8pp |
| Annual return | 15.97% | 32.41%-16.4pp | 38.78%-22.8pp | 578.59%-562.6pp |
| Employer contribution / active EE | $535 | $3,206-83.3% | $2,568-79.2% | $4,876-89.0% |
| Participant deferral / active EE | $3,540 | $4,242-16.6% | $3,537+0.1% | $5,439-34.9% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,886-99.3% |