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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 | $21,619 | $91,167-76.3% | $178,498-87.9% | $79,858-72.9% |
| Participation rate | 58.5% | 69.2%-10.7pp | 81.9%-23.4pp | 69.6%-11.1pp |
| Annual return | 12.92% | 24.19%-11.3pp | 151.09%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $560 | $3,255-82.8% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $2,893 | $3,236-10.6% | $5,202-44.4% | $3,740-22.7% |
| Admin fee / account holder | $36 | $6,747-99.5% | $13,985-99.7% | $5,306-99.3% |