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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 | $23,426 | $48,337-51.5% | $67,560-65.3% | $80,959-71.1% |
| Participation rate | 47.7% | 66.4%-18.7pp | 72.9%-25.2pp | 67.7%-20.0pp |
| Annual return | 16.84% | 18.26%-1.4pp | 3533.50%-3516.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $810 | $2,023-59.9% | $2,737-70.4% | $2,757-70.6% |
| Participant deferral / active EE | $1,283 | $2,928-56.2% | $4,004-67.9% | $4,300-70.2% |
| Admin fee / account holder | $208 | $3,695-94.4% | $3,994-94.8% | $6,925-97.0% |