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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 | $14,487 | $96,643-85.0% | $86,617-83.3% | $139,456-89.6% |
| Participation rate | 41.7% | 74.4%-32.7pp | 71.7%-30.0pp | 80.3%-38.7pp |
| Annual return | 20.81% | 106.57%-85.8pp | 591.91%-571.1pp | 373.45%-352.6pp |
| Employer contribution / active EE | $691 | $3,264-78.8% | $3,023-77.1% | $4,753-85.5% |
| Participant deferral / active EE | $2,483 | $4,835-48.6% | $4,437-44.0% | $6,711-63.0% |
| Admin fee / account holder | $159 | $6,406-97.5% | $5,613-97.2% | $11,407-98.6% |