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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 | $14,160 | $34,316-58.7% | $74,723-81.0% | $72,976-80.6% |
| Participation rate | 34.5% | 42.4%-7.9pp | 54.5%-20.0pp | 69.5%-35.0pp |
| Annual return | 24.33% | 26.58%-2.2pp | 753.18%-728.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $544 | $692-21.3% | $1,084-49.8% | $2,440-77.7% |
| Participant deferral / active EE | $709 | $1,272-44.2% | $1,962-63.8% | $3,608-80.3% |
| Admin fee / account holder | $210 | $2,125-90.1% | $3,335-93.7% | $5,124-95.9% |