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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 | $26,359 | $39,036-32.5% | $80,784-67.4% | $85,851-69.3% |
| Participation rate | 32.0% | 41.6%-9.6pp | 54.2%-22.2pp | 69.3%-37.3pp |
| Annual return | 15.94% | 26.31%-10.4pp | 87.31%-71.4pp | 318.63%-302.7pp |
| Employer contribution / active EE | $534 | $722-26.1% | $1,160-54.0% | $2,565-79.2% |
| Participant deferral / active EE | $678 | $1,326-48.9% | $2,145-68.4% | $3,952-82.8% |
| Admin fee / account holder | $291 | $2,429-88.0% | $3,380-91.4% | $6,261-95.4% |