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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 | $15,711 | $211,288-92.6% | $178,540-91.2% | $145,884-89.2% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 15.19% | 30.27%-15.1pp | 27.15%-12.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,468 | $4,574-67.9% | $3,953-62.9% | $4,662-68.5% |
| Participant deferral / active EE | $2,278 | $6,967-67.3% | $6,281-63.7% | $6,690-65.9% |
| Admin fee / account holder | $80 | $12,105-99.3% | $10,424-99.2% | $13,392-99.4% |