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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 | $15,938 | $57,312-72.2% | $86,617-81.6% | $75,181-78.8% |
| Participation rate | 26.9% | 63.2%-36.3pp | 71.7%-44.8pp | 67.2%-40.3pp |
| Annual return | 17.02% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $588 | $2,315-74.6% | $3,023-80.6% | $2,671-78.0% |
| Participant deferral / active EE | $1,371 | $3,319-58.7% | $4,437-69.1% | $4,126-66.8% |
| Admin fee / account holder | $234 | $4,114-94.3% | $5,613-95.8% | $5,650-95.9% |