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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 | $13,643 | $123,859-89.0% | $69,632-80.4% | $145,897-90.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.4%-3.9pp | 80.3%-17.8pp |
| Annual return | 12.74% | 192.49%-179.7pp | 101.32%-88.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $390 | $2,673-85.4% | $1,708-77.1% | $4,663-91.6% |
| Participant deferral / active EE | $625 | $4,242-85.3% | $2,889-78.4% | $6,689-90.7% |
| Admin fee / account holder | $151 | $7,817-98.1% | $4,695-96.8% | $13,390-98.9% |