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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 | $52,465 | $98,240-46.6% | $82,312-36.3% | $147,586-64.5% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 14.92% | 30.85%-15.9pp | 25.88%-11.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $993 | $3,192-68.9% | $2,428-59.1% | $4,876-79.6% |
| Participant deferral / active EE | $1,877 | $4,383-57.2% | $3,706-49.3% | $5,439-65.5% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,886-99.8% |