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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 | $18,549 | $22,602-17.9% | $65,583-71.7% | $75,177-75.3% |
| Participation rate | 18.5% | 63.1%-44.6pp | 65.0%-46.5pp | 67.2%-48.7pp |
| Annual return | 26.19% | 71.13%-44.9pp | 47.46%-21.3pp | 160.75%-134.6pp |
| Employer contribution / active EE | $698 | $941-25.9% | $1,692-58.8% | $2,671-73.9% |
| Participant deferral / active EE | $1,315 | $1,695-22.4% | $2,833-53.6% | $4,126-68.1% |
| Admin fee / account holder | $115 | $1,877-93.9% | $4,112-97.2% | $5,651-98.0% |