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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 | $61,125-72.1% | $94,057-81.8% | $87,485-80.5% |
| Participation rate | 31.2% | 64.1%-32.9pp | 73.3%-42.2pp | 68.9%-37.7pp |
| Annual return | 22.82% | 35.20%-12.4pp | 480.62%-457.8pp | 26.06%-3.2pp |
| Employer contribution / active EE | $622 | $2,136-70.9% | $2,933-78.8% | $2,596-76.0% |
| Participant deferral / active EE | $1,512 | $3,260-53.6% | $4,709-67.9% | $4,274-64.6% |
| Admin fee / account holder | $240 | $5,629-95.7% | $7,244-96.7% | $7,775-96.9% |