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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 | $17,078 | $51,638-66.9% | $68,368-75.0% | $82,448-79.3% |
| Participation rate | 31.2% | 63.6%-32.4pp | 73.8%-42.6pp | 68.1%-36.9pp |
| Annual return | 22.82% | 37.53%-14.7pp | 292.57%-269.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $622 | $2,047-69.6% | $2,649-76.5% | $2,551-75.6% |
| Participant deferral / active EE | $1,512 | $2,914-48.1% | $4,123-63.3% | $4,139-63.5% |
| Admin fee / account holder | $240 | $4,643-94.8% | $5,150-95.3% | $7,234-96.7% |