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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 | $19,157 | $154,365-87.6% | $130,231-85.3% | $139,466-86.3% |
| Participation rate | 57.1% | 79.9%-22.8pp | 76.3%-19.1pp | 80.3%-23.2pp |
| Annual return | 27.23% | 30.53%-3.3pp | 38.86%-11.6pp | 373.66%-346.4pp |
| Employer contribution / active EE | $1,634 | $5,170-68.4% | $4,126-60.4% | $4,754-65.6% |
| Participant deferral / active EE | $5,378 | $8,498-36.7% | $6,799-20.9% | $6,712-19.9% |
| Admin fee / account holder | $52 | $9,214-99.4% | $6,020-99.1% | $11,409-99.5% |