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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 | $26,508 | $125,237-78.8% | $105,608-74.9% | $145,877-81.8% |
| Participation rate | 29.4% | 77.7%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 15.43% | 225.76%-210.3pp | 116.50%-101.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,028 | $3,720-72.4% | $3,167-67.6% | $4,663-78.0% |
| Participant deferral / active EE | $2,257 | $5,711-60.5% | $5,010-54.9% | $6,691-66.3% |
| Admin fee / account holder | $191 | $17,287-98.9% | $11,028-98.3% | $13,402-98.6% |