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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 | $29,667-44.8% | $56,441-71.0% | $80,874-79.8% |
| Participation rate | 31.4% | 41.7%-10.2pp | 52.5%-21.1pp | 67.6%-36.2pp |
| Annual return | 16.02% | 35.22%-19.2pp | 1704.21%-1688.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $384 | $669-42.7% | $1,039-63.1% | $2,756-86.1% |
| Participant deferral / active EE | $783 | $1,227-36.2% | $1,953-59.9% | $4,297-81.8% |
| Admin fee / account holder | $56 | $2,429-97.7% | $2,829-98.0% | $6,935-99.2% |