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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 | $18,268 | $53,837-66.1% | $75,714-75.9% | $85,847-78.7% |
| Participation rate | 32.2% | 69.1%-36.8pp | 74.8%-42.6pp | 69.3%-37.1pp |
| Annual return | 13.85% | 24.54%-10.7pp | 104.62%-90.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $837 | $2,017-58.5% | $2,744-69.5% | $2,565-67.4% |
| Participant deferral / active EE | $1,400 | $2,895-51.6% | $3,820-63.3% | $3,952-64.6% |
| Admin fee / account holder | $106 | $3,339-96.8% | $3,619-97.1% | $6,261-98.3% |