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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 | $29,716-44.9% | $56,077-70.8% | $80,925-79.8% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.2pp |
| Annual return | 16.02% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.6pp |
| Employer contribution / active EE | $384 | $671-42.8% | $1,040-63.1% | $2,756-86.1% |
| Participant deferral / active EE | $783 | $1,228-36.3% | $1,954-59.9% | $4,299-81.8% |
| Admin fee / account holder | $56 | $2,432-97.7% | $2,825-98.0% | $6,940-99.2% |