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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 | $13,821 | $52,279-73.6% | $89,414-84.5% | $79,852-82.7% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 29.73% | 22.16%+7.6pp | 245.50%-215.8pp | 31.72%-2.0pp |
| Employer contribution / active EE | $387 | $1,572-75.4% | $2,586-85.0% | $2,471-84.3% |
| Participant deferral / active EE | $2,219 | $2,740-19.0% | $3,890-42.9% | $3,740-40.7% |
| Admin fee / account holder | $170 | $3,356-94.9% | $4,883-96.5% | $5,306-96.8% |