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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 | $16,034 | $29,733-46.1% | $56,025-71.4% | $80,959-80.2% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 12.72% | 35.28%-22.6pp | 1712.69%-1700.0pp | 35.67%-23.0pp |
| Employer contribution / active EE | $548 | $672-18.5% | $1,042-47.4% | $2,757-80.1% |
| Participant deferral / active EE | $665 | $1,229-45.9% | $1,955-66.0% | $4,300-84.5% |
| Admin fee / account holder | $202 | $2,434-91.7% | $2,828-92.8% | $6,925-97.1% |