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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 | $25,647 | $77,920-67.1% | $149,723-82.9% | $75,177-65.9% |
| Participation rate | 46.3% | 65.6%-19.3pp | 78.8%-32.5pp | 67.2%-20.9pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.8pp |
| Employer contribution / active EE | $713 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $1,273 | $3,411-62.7% | $5,682-77.6% | $4,126-69.2% |
| Admin fee / account holder | $297 | $5,951-95.0% | $13,215-97.8% | $5,651-94.7% |