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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 | $15,126 | $46,599-67.5% | $64,101-76.4% | $75,173-79.9% |
| Participation rate | 41.4% | 65.9%-24.6pp | 72.3%-30.9pp | 67.2%-25.8pp |
| Annual return | 25.50% | 26.06%-0.6pp | 33.72%-8.2pp | 160.72%-135.2pp |
| Employer contribution / active EE | $407 | $1,975-79.4% | $2,749-85.2% | $2,671-84.8% |
| Participant deferral / active EE | $1,395 | $2,837-50.8% | $3,881-64.1% | $4,126-66.2% |
| Admin fee / account holder | $31 | $2,956-99.0% | $3,070-99.0% | $5,651-99.5% |