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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 | $26,583 | $34,316-22.5% | $74,722-64.4% | $72,975-63.6% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.8pp | 69.5%-47.9pp |
| Annual return | 25.50% | 26.58%-1.1pp | 753.11%-727.6pp | 81.01%-55.5pp |
| Employer contribution / active EE | $462 | $692-33.3% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $1,015 | $1,272-20.2% | $1,963-48.3% | $3,608-71.9% |
| Admin fee / account holder | $154 | $2,125-92.7% | $3,335-95.4% | $5,124-97.0% |