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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 | $17,050 | $108,201-84.2% | $77,498-78.0% | $158,931-89.3% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 15.35% | 31.68%-16.3pp | 54.79%-39.4pp | 302.86%-287.5pp |
| Employer contribution / active EE | $177 | $1,325-86.6% | $987-82.1% | $4,761-96.3% |
| Participant deferral / active EE | $186 | $2,457-92.4% | $1,861-90.0% | $5,982-96.9% |
| Admin fee / account holder | $119 | $3,709-96.8% | $2,858-95.9% | $11,247-98.9% |