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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 | $125,193-78.8% | $105,591-74.9% | $145,978-81.8% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 15.43% | 225.53%-210.1pp | 116.43%-101.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,028 | $3,718-72.4% | $3,166-67.5% | $4,662-78.0% |
| Participant deferral / active EE | $2,257 | $5,708-60.5% | $5,008-54.9% | $6,690-66.3% |
| Admin fee / account holder | $191 | $17,277-98.9% | $11,024-98.3% | $13,400-98.6% |