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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 | $16,469 | $49,896-67.0% | $80,627-79.6% | $75,173-78.1% |
| Participation rate | 57.7% | 55.3%+2.4pp | 67.0%-9.3pp | 67.2%-9.5pp |
| Annual return | 14.55% | 34.67%-20.1pp | 936.76%-922.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $635 | $1,699-62.6% | $2,723-76.7% | $2,671-76.2% |
| Participant deferral / active EE | $838 | $2,992-72.0% | $4,443-81.1% | $4,126-79.7% |
| Admin fee / account holder | $51 | $3,578-98.6% | $5,381-99.1% | $5,651-99.1% |