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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 | $14,335 | $56,134-74.5% | $96,161-85.1% | $85,856-83.3% |
| Participation rate | 39.3% | 56.7%-17.4pp | 68.4%-29.2pp | 69.3%-30.0pp |
| Annual return | 16.06% | 42.30%-26.2pp | 192.01%-175.9pp | 318.58%-302.5pp |
| Employer contribution / active EE | $486 | $1,620-70.0% | $2,798-82.6% | $2,565-81.0% |
| Participant deferral / active EE | $990 | $2,858-65.3% | $4,349-77.2% | $3,952-74.9% |
| Admin fee / account holder | $288 | $3,769-92.4% | $5,538-94.8% | $6,261-95.4% |