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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 | $19,081 | $67,823-71.9% | $52,425-63.6% | $137,256-86.1% |
| Participation rate | 27.8% | 63.9%-36.1pp | 55.6%-27.8pp | 80.0%-52.2pp |
| Annual return | 25.50% | 219.11%-193.6pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $776 | $1,163-33.3% | $914-15.1% | $4,156-81.3% |
| Participant deferral / active EE | $1,129 | $2,288-50.7% | $1,790-36.9% | $6,407-82.4% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |