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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 | $30,835 | $51,638-40.3% | $68,368-54.9% | $82,448-62.6% |
| Participation rate | 27.0% | 63.6%-36.6pp | 73.8%-46.7pp | 68.1%-41.0pp |
| Annual return | 16.14% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $327 | $2,047-84.0% | $2,649-87.7% | $2,551-87.2% |
| Participant deferral / active EE | $1,368 | $2,914-53.0% | $4,123-66.8% | $4,139-66.9% |
| Admin fee / account holder | $164 | $4,643-96.5% | $5,150-96.8% | $7,234-97.7% |