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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 | $20,219 | $77,638-74.0% | $156,551-87.1% | $62,881-67.8% |
| Participation rate | 62.9% | 71.2%-8.3pp | 84.0%-21.2pp | 69.3%-6.4pp |
| Annual return | 8.09% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $883 | $3,444-74.4% | $5,501-83.9% | $2,281-61.3% |
| Participant deferral / active EE | $972 | $3,046-68.1% | $4,871-80.0% | $3,203-69.6% |
| Admin fee / account holder | $41 | $5,561-99.3% | $13,028-99.7% | $4,296-99.0% |