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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 | $16,816 | $45,343-62.9% | $150,298-88.8% | $67,986-75.3% |
| Participation rate | 20.8% | 51.9%-31.1pp | 77.8%-57.0pp | 57.2%-36.4pp |
| Annual return | 23.03% | 33.28%-10.2pp | 62.79%-39.8pp | 31.67%-8.6pp |
| Employer contribution / active EE | $368 | $1,462-74.8% | $4,154-91.1% | $2,019-81.8% |
| Participant deferral / active EE | $1,154 | $2,055-43.8% | $5,453-78.8% | $3,358-65.6% |
| Admin fee / account holder | $103 | $2,250-95.4% | $14,116-99.3% | $3,203-96.8% |