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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 | $11,532 | $48,235-76.1% | $68,803-83.2% | $68,490-83.2% |
| Participation rate | 25.0% | 60.7%-35.7pp | 69.0%-44.0pp | 67.9%-42.9pp |
| Annual return | 518.09% | -12.70%+530.8pp | -6.37%+524.5pp | -7.85%+525.9pp |
| Employer contribution / active EE | $461 | $1,829-74.8% | $2,656-82.6% | $2,597-82.3% |
| Participant deferral / active EE | $1,920 | $2,867-33.0% | $3,942-51.3% | $4,028-52.3% |
| Admin fee / account holder | $113 | $4,361-97.4% | $4,936-97.7% | $5,403-97.9% |