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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 | $23,866 | $46,877-49.1% | $122,354-80.5% | $70,126-66.0% |
| Participation rate | 30.9% | 58.2%-27.3pp | 71.6%-40.8pp | 69.5%-38.7pp |
| Annual return | 20.10% | 24.22%-4.1pp | 30.28%-10.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $648 | $1,288-49.7% | $4,051-84.0% | $2,343-72.3% |
| Participant deferral / active EE | $1,050 | $2,167-51.6% | $3,287-68.1% | $3,332-68.5% |
| Admin fee / account holder | $21 | $3,324-99.4% | $5,479-99.6% | $4,645-99.6% |