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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 | $16,658 | $46,599-64.3% | $64,101-74.0% | $75,173-77.8% |
| Participation rate | 47.2% | 65.9%-18.7pp | 72.3%-25.1pp | 67.2%-20.0pp |
| Annual return | 15.35% | 26.06%-10.7pp | 33.72%-18.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $945 | $1,975-52.2% | $2,749-65.6% | $2,671-64.6% |
| Participant deferral / active EE | $1,907 | $2,837-32.8% | $3,881-50.9% | $4,126-53.8% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |