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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 | $19,582 | $67,823-71.1% | $52,425-62.6% | $137,256-85.7% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 23.22% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $609 | $1,163-47.6% | $914-33.4% | $4,156-85.3% |
| Participant deferral / active EE | $2,159 | $2,288-5.6% | $1,790+20.6% | $6,407-66.3% |
| Admin fee / account holder | $167 | $2,844-94.1% | $2,495-93.3% | $12,270-98.6% |