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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 | $27,238 | $51,638-47.3% | $68,368-60.2% | $82,448-67.0% |
| Participation rate | 20.0% | 63.6%-43.6pp | 73.8%-53.8pp | 68.1%-48.1pp |
| Annual return | 16.31% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $399 | $2,047-80.5% | $2,649-84.9% | $2,551-84.4% |
| Participant deferral / active EE | $569 | $2,914-80.5% | $4,123-86.2% | $4,139-86.3% |
| Admin fee / account holder | $272 | $4,643-94.1% | $5,150-94.7% | $7,234-96.2% |