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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 | $7,156 | $37,446-80.9% | $77,513-90.8% | $79,852-91.0% |
| Participation rate | 16.2% | 41.5%-25.3pp | 54.2%-38.0pp | 69.6%-53.4pp |
| Annual return | 84.03% | 39.76%+44.3pp | 54.81%+29.2pp | 31.72%+52.3pp |
| Employer contribution / active EE | $356 | $637-44.1% | $987-63.9% | $2,471-85.6% |
| Participant deferral / active EE | $526 | $1,261-58.3% | $1,861-71.7% | $3,740-85.9% |
| Admin fee / account holder | $85 | $2,506-96.6% | $2,859-97.0% | $5,306-98.4% |