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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 | $18,782 | $108,285-82.7% | $77,552-75.8% | $158,982-88.2% |
| Participation rate | 22.7% | 64.4%-41.7pp | 54.2%-31.5pp | 82.0%-59.2pp |
| Annual return | 18.84% | 31.69%-12.8pp | 54.82%-36.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,108 | $1,325-16.4% | $987+12.3% | $4,763-76.7% |
| Participant deferral / active EE | $557 | $2,455-77.3% | $1,861-70.1% | $5,983-90.7% |
| Admin fee / account holder | $278 | $3,709-92.5% | $2,859-90.3% | $11,252-97.5% |