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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 | $24,496 | $29,736-17.6% | $56,033-56.3% | $80,935-69.7% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.7%-40.1pp |
| Annual return | 16.53% | 35.28%-18.7pp | 1711.38%-1694.8pp | 35.66%-19.1pp |
| Employer contribution / active EE | $259 | $671-61.5% | $1,041-75.1% | $2,757-90.6% |
| Participant deferral / active EE | $1,372 | $1,228+11.7% | $1,954-29.8% | $4,299-68.1% |
| Admin fee / account holder | $127 | $2,434-94.8% | $2,827-95.5% | $6,924-98.2% |