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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 | $20,211 | $51,638-60.9% | $68,368-70.4% | $82,448-75.5% |
| Participation rate | 37.7% | 63.6%-25.9pp | 73.8%-36.0pp | 68.1%-30.4pp |
| Annual return | 20.38% | 37.53%-17.1pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $790 | $2,047-61.4% | $2,649-70.2% | $2,551-69.0% |
| Participant deferral / active EE | $1,660 | $2,914-43.0% | $4,123-59.7% | $4,139-59.9% |
| Admin fee / account holder | $267 | $4,643-94.2% | $5,150-94.8% | $7,234-96.3% |