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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 | $19,600 | $77,908-74.8% | $149,696-86.9% | $75,173-73.9% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 26.79% | 31.73%-4.9pp | 134.46%-107.7pp | 160.72%-133.9pp |
| Employer contribution / active EE | $904 | $3,138-71.2% | $4,821-81.2% | $2,671-66.1% |
| Participant deferral / active EE | $1,857 | $3,411-45.6% | $5,682-67.3% | $4,126-55.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |