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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 | $29,716-27.8% | $56,077-61.7% | $80,925-73.5% |
| Participation rate | 32.6% | 41.7%-9.1pp | 52.5%-19.9pp | 67.7%-35.0pp |
| Annual return | 15.42% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,146 | $671+70.8% | $1,040+10.2% | $2,756-58.4% |
| Participant deferral / active EE | $1,223 | $1,228-0.4% | $1,954-37.4% | $4,299-71.5% |
| Admin fee / account holder | $147 | $2,432-94.0% | $2,825-94.8% | $6,940-97.9% |