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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 | $13,807 | $49,896-72.3% | $80,627-82.9% | $75,173-81.6% |
| Participation rate | 25.7% | 55.3%-29.6pp | 67.0%-41.3pp | 67.2%-41.5pp |
| Annual return | 22.86% | 34.67%-11.8pp | 936.76%-913.9pp | 160.72%-137.9pp |
| Employer contribution / active EE | $631 | $1,699-62.9% | $2,723-76.8% | $2,671-76.4% |
| Participant deferral / active EE | $907 | $2,992-69.7% | $4,443-79.6% | $4,126-78.0% |
| Admin fee / account holder | $190 | $3,578-94.7% | $5,381-96.5% | $5,651-96.6% |