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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 | $16,362 | $29,733-45.0% | $56,025-70.8% | $80,959-79.8% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.2pp |
| Annual return | 16.02% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $384 | $672-42.9% | $1,042-63.2% | $2,757-86.1% |
| Participant deferral / active EE | $783 | $1,229-36.3% | $1,955-60.0% | $4,300-81.8% |
| Admin fee / account holder | $56 | $2,434-97.7% | $2,828-98.0% | $6,925-99.2% |