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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 | $16,185 | $29,670-45.5% | $56,054-71.1% | $80,911-80.0% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.6%-41.5pp |
| Annual return | 18.29% | 35.24%-17.0pp | 1705.95%-1687.7pp | 35.63%-17.3pp |
| Employer contribution / active EE | $546 | $670-18.5% | $1,039-47.5% | $2,756-80.2% |
| Participant deferral / active EE | $1,088 | $1,227-11.3% | $1,952-44.3% | $4,297-74.7% |
| Admin fee / account holder | $59 | $2,431-97.6% | $2,822-97.9% | $6,935-99.1% |