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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 | $52,557 | $100,147-47.5% | $81,286-35.3% | $145,877-64.0% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.5%-48.1pp | 80.3%-58.9pp |
| Annual return | 16.04% | 34.44%-18.4pp | 24.80%-8.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $656 | $2,977-78.0% | $2,463-73.4% | $4,663-85.9% |
| Participant deferral / active EE | $2,118 | $4,607-54.0% | $3,883-45.5% | $6,691-68.3% |
| Admin fee / account holder | $264 | $8,201-96.8% | $5,764-95.4% | $13,402-98.0% |