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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 | $19,166 | $93,124-79.4% | $77,100-75.1% | $134,545-85.8% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | 23.85% | 62.68%-38.8pp | 42.35%-18.5pp | 418.37%-394.5pp |
| Employer contribution / active EE | $1,417 | $3,421-58.6% | $2,815-49.7% | $4,742-70.1% |
| Participant deferral / active EE | $2,096 | $5,242-60.0% | $4,430-52.7% | $6,401-67.3% |
| Admin fee / account holder | $12 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |