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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 | $45,625 | $65,034-29.8% | $90,970-49.8% | $79,856-42.9% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.0%-41.4pp | 69.6%-42.1pp |
| Annual return | 15.12% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $616 | $1,247-50.6% | $2,122-71.0% | $2,471-75.1% |
| Participant deferral / active EE | $1,928 | $2,512-23.3% | $3,373-42.8% | $3,741-48.5% |
| Admin fee / account holder | $31 | $4,536-99.3% | $5,961-99.5% | $5,306-99.4% |