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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 | $16,680 | $48,277-65.4% | $67,511-75.3% | $80,874-79.4% |
| Participation rate | 52.6% | 66.4%-13.8pp | 72.9%-20.3pp | 67.6%-15.0pp |
| Annual return | 13.78% | 18.27%-4.5pp | 3517.41%-3503.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $893 | $2,021-55.8% | $2,733-67.3% | $2,756-67.6% |
| Participant deferral / active EE | $2,138 | $2,926-26.9% | $4,000-46.6% | $4,297-50.2% |
| Admin fee / account holder | $126 | $3,687-96.6% | $3,999-96.8% | $6,935-98.2% |