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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 | $24,638 | $65,566-62.4% | $86,235-71.4% | $75,177-67.2% |
| Participation rate | 23.5% | 60.5%-37.0pp | 69.0%-45.4pp | 67.2%-43.7pp |
| Annual return | 21.31% | 46.07%-24.8pp | 1170.03%-1148.7pp | 160.75%-139.4pp |
| Employer contribution / active EE | $558 | $1,553-64.1% | $2,381-76.6% | $2,671-79.1% |
| Participant deferral / active EE | $1,927 | $3,023-36.3% | $3,987-51.7% | $4,126-53.3% |
| Admin fee / account holder | $300 | $5,470-94.5% | $6,856-95.6% | $5,651-94.7% |