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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 | $17,972 | $46,599-61.4% | $64,101-72.0% | $75,173-76.1% |
| Participation rate | 51.9% | 65.9%-14.0pp | 72.3%-20.4pp | 67.2%-15.3pp |
| Annual return | 19.22% | 26.06%-6.8pp | 33.72%-14.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $423 | $1,975-78.6% | $2,749-84.6% | $2,671-84.2% |
| Participant deferral / active EE | $1,380 | $2,837-51.3% | $3,881-64.4% | $4,126-66.6% |
| Admin fee / account holder | $49 | $2,956-98.3% | $3,070-98.4% | $5,651-99.1% |