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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 | $20,517 | $76,407-73.1% | $150,298-86.3% | $82,448-75.1% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 16.23% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $416 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $945 | $3,214-70.6% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $127 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |