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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 | $100,279-47.6% | $81,353-35.4% | $145,884-64.0% |
| Participation rate | 21.4% | 74.3%-52.8pp | 69.5%-48.1pp | 80.3%-58.9pp |
| Annual return | 16.04% | 34.49%-18.4pp | 24.82%-8.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $656 | $2,979-78.0% | $2,464-73.4% | $4,662-85.9% |
| Participant deferral / active EE | $2,118 | $4,611-54.1% | $3,885-45.5% | $6,690-68.3% |
| Admin fee / account holder | $264 | $8,206-96.8% | $5,766-95.4% | $13,392-98.0% |