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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 | $13,600 | $48,053-71.7% | $84,628-83.9% | $72,975-81.4% |
| Participation rate | 21.1% | 57.6%-36.5pp | 68.2%-47.2pp | 69.5%-48.4pp |
| Annual return | 53.02% | 37.39%+15.6pp | 258.80%-205.8pp | 81.01%-28.0pp |
| Employer contribution / active EE | $595 | $1,602-62.9% | $2,653-77.6% | $2,440-75.6% |
| Participant deferral / active EE | $894 | $2,681-66.7% | $3,900-77.1% | $3,608-75.2% |
| Admin fee / account holder | $25 | $3,395-99.3% | $4,914-99.5% | $5,124-99.5% |