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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 | $13,141 | $58,275-77.4% | $81,844-83.9% | $80,935-83.8% |
| Participation rate | 43.2% | 63.5%-20.2pp | 72.4%-29.1pp | 67.7%-24.4pp |
| Annual return | 16.40% | 41.82%-25.4pp | 778.87%-762.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,007 | $2,346-57.1% | $2,916-65.5% | $2,757-63.5% |
| Participant deferral / active EE | $1,090 | $3,285-66.8% | $4,323-74.8% | $4,299-74.6% |
| Admin fee / account holder | $254 | $4,749-94.6% | $7,355-96.5% | $6,924-96.3% |