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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 | $48,595 | $100,203-51.5% | $85,240-43.0% | $145,897-66.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 12.99% | 84.28%-71.3pp | 66.75%-53.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,828 | $3,242-43.6% | $2,735-33.2% | $4,663-60.8% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |