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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 | $18,582 | $43,133-56.9% | $89,435-79.2% | $73,497-74.7% |
| Participation rate | 36.2% | 55.0%-18.8pp | 68.0%-31.8pp | 70.7%-34.5pp |
| Annual return | 24.79% | 135.66%-110.9pp | 245.55%-220.8pp | 28.51%-3.7pp |
| Employer contribution / active EE | $859 | $1,438-40.3% | $2,587-66.8% | $2,270-62.2% |
| Participant deferral / active EE | $1,638 | $2,445-33.0% | $3,890-57.9% | $3,740-56.2% |
| Admin fee / account holder | $168 | $444-62.2% | $4,884-96.6% | $513-67.3% |