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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 | $19,817 | $48,011-58.7% | $63,803-68.9% | $82,637-76.0% |
| Participation rate | 34.5% | 66.6%-32.1pp | 72.7%-38.2pp | 68.1%-33.6pp |
| Annual return | 14.57% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $683 | $1,904-64.1% | $2,532-73.0% | $2,552-73.3% |
| Participant deferral / active EE | $1,520 | $2,846-46.6% | $3,843-60.5% | $4,126-63.2% |
| Admin fee / account holder | $154 | $3,873-96.0% | $5,196-97.0% | $7,339-97.9% |