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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 | $45,869 | $51,638-11.2% | $68,368-32.9% | $82,448-44.4% |
| Participation rate | 23.7% | 63.6%-39.9pp | 73.8%-50.1pp | 68.1%-44.4pp |
| Annual return | 18.16% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $832 | $2,047-59.3% | $2,649-68.6% | $2,551-67.4% |
| Participant deferral / active EE | $1,936 | $2,914-33.6% | $4,123-53.0% | $4,139-53.2% |
| Admin fee / account holder | $41 | $4,643-99.1% | $5,150-99.2% | $7,234-99.4% |