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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 | $22,397 | $49,896-55.1% | $80,627-72.2% | $75,173-70.2% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 19.44% | 34.67%-15.2pp | 936.76%-917.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,052 | $1,699-38.1% | $2,723-61.4% | $2,671-60.6% |
| Participant deferral / active EE | $2,018 | $2,992-32.6% | $4,443-54.6% | $4,126-51.1% |
| Admin fee / account holder | $52 | $3,578-98.5% | $5,381-99.0% | $5,651-99.1% |