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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 | $21,469 | $29,736-27.8% | $56,033-61.7% | $80,935-73.5% |
| Participation rate | 32.6% | 41.7%-9.1pp | 52.5%-19.9pp | 67.7%-35.1pp |
| Annual return | 15.42% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,146 | $671+70.7% | $1,041+10.1% | $2,757-58.4% |
| Participant deferral / active EE | $1,223 | $1,228-0.4% | $1,954-37.4% | $4,299-71.6% |
| Admin fee / account holder | $147 | $2,434-94.0% | $2,827-94.8% | $6,924-97.9% |