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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 | $24,259 | $29,716-18.4% | $56,077-56.7% | $80,925-70.0% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 17.74% | 35.30%-17.6pp | 1709.28%-1691.5pp | 35.65%-17.9pp |
| Employer contribution / active EE | $348 | $671-48.2% | $1,040-66.6% | $2,756-87.4% |
| Participant deferral / active EE | $1,093 | $1,228-11.0% | $1,954-44.1% | $4,299-74.6% |
| Admin fee / account holder | $9 | $2,432-99.6% | $2,825-99.7% | $6,940-99.9% |