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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 | $12,508 | $48,011-73.9% | $63,803-80.4% | $82,637-84.9% |
| Participation rate | 49.3% | 66.6%-17.3pp | 72.7%-23.4pp | 68.1%-18.8pp |
| Annual return | 17.06% | 19.84%-2.8pp | 543.72%-526.7pp | 53.51%-36.4pp |
| Employer contribution / active EE | $884 | $1,904-53.5% | $2,532-65.1% | $2,552-65.3% |
| Participant deferral / active EE | $2,321 | $2,846-18.5% | $3,843-39.6% | $4,126-43.8% |
| Admin fee / account holder | $221 | $3,873-94.3% | $5,196-95.8% | $7,339-97.0% |