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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 | $17,401 | $84,236-79.3% | $170,435-89.8% | $70,126-75.2% |
| Participation rate | 28.2% | 70.8%-42.6pp | 83.6%-55.4pp | 69.5%-41.3pp |
| Annual return | 36.13% | 23.06%+13.1pp | 205.94%-169.8pp | 73.15%-37.0pp |
| Employer contribution / active EE | $586 | $3,387-82.7% | $5,432-89.2% | $2,343-75.0% |
| Participant deferral / active EE | $2,108 | $3,086-31.7% | $4,939-57.3% | $3,332-36.7% |
| Admin fee / account holder | $108 | $5,698-98.1% | $13,881-99.2% | $4,645-97.7% |