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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 | $21,868 | $56,197-61.1% | $67,652-67.7% | $59,633-63.3% |
| Participation rate | 35.2% | 71.5%-36.3pp | 75.7%-40.5pp | 68.7%-33.5pp |
| Annual return | 16.63% | 18508.10%-18491.5pp | 6625.40%-6608.8pp | 2041.45%-2024.8pp |
| Employer contribution / active EE | $665 | $1,615-58.8% | $2,266-70.7% | $2,203-69.8% |
| Participant deferral / active EE | $1,802 | $2,844-36.6% | $3,560-49.4% | $3,192-43.5% |
| Admin fee / account holder | $44 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |