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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 | $17,757 | $27,800-36.1% | $58,544-69.7% | $71,495-75.2% |
| Participation rate | 17.0% | 34.6%-17.6pp | 50.9%-33.8pp | 67.9%-50.9pp |
| Annual return | 24.70% | 26.80%-2.1pp | 4249.56%-4224.9pp | 28.85%-4.1pp |
| Employer contribution / active EE | $363 | $632-42.5% | $1,053-65.5% | $2,589-86.0% |
| Participant deferral / active EE | $795 | $1,208-34.2% | $1,923-58.7% | $4,291-81.5% |
| Admin fee / account holder | $219 | $1,637-86.6% | $2,520-91.3% | $1,588-86.2% |