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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 | $19,788 | $29,733-33.4% | $56,025-64.7% | $80,959-75.6% |
| Participation rate | 24.2% | 41.7%-17.5pp | 52.5%-28.3pp | 67.7%-43.4pp |
| Annual return | 12.95% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $346 | $672-48.4% | $1,042-66.7% | $2,757-87.4% |
| Participant deferral / active EE | $485 | $1,229-60.5% | $1,955-75.2% | $4,300-88.7% |
| Admin fee / account holder | $208 | $2,434-91.4% | $2,828-92.6% | $6,925-97.0% |