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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 | $13,754 | $103,038-86.7% | $90,324-84.8% | $152,909-91.0% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 24.66% | 95.25%-70.6pp | 78.15%-53.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $552 | $3,141-82.4% | $2,856-80.7% | $4,764-88.4% |
| Participant deferral / active EE | $1,312 | $4,282-69.4% | $3,885-66.2% | $5,851-77.6% |
| Admin fee / account holder | $13 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |