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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 | $34,726 | $58,241-40.4% | $81,780-57.5% | $80,911-57.1% |
| Participation rate | 24.1% | 63.4%-39.3pp | 72.4%-48.2pp | 67.6%-43.5pp |
| Annual return | 12.90% | 41.73%-28.8pp | 776.27%-763.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $324 | $2,343-86.2% | $2,914-88.9% | $2,756-88.3% |
| Participant deferral / active EE | $1,021 | $3,283-68.9% | $4,321-76.4% | $4,297-76.2% |
| Admin fee / account holder | $187 | $4,973-96.2% | $7,384-97.5% | $6,935-97.3% |