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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 | $19,168 | $39,132-51.0% | $57,196-66.5% | $62,881-69.5% |
| Participation rate | 53.3% | 70.5%-17.1pp | 75.3%-22.0pp | 69.3%-16.0pp |
| Annual return | 315.04% | 9.24%+305.8pp | 14.59%+300.4pp | 20.14%+294.9pp |
| Employer contribution / active EE | $2,103 | $1,874+12.3% | $2,683-21.6% | $2,281-7.8% |
| Participant deferral / active EE | $3,141 | $2,374+32.3% | $3,096+1.4% | $3,203-1.9% |
| Admin fee / account holder | $99 | $2,594-96.2% | $3,141-96.8% | $4,296-97.7% |