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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 | $33,614 | $48,053-30.0% | $84,637-60.3% | $72,976-53.9% |
| Participation rate | 17.8% | 57.6%-39.8pp | 68.2%-50.5pp | 69.5%-51.7pp |
| Annual return | 29.34% | 37.39%-8.0pp | 258.82%-229.5pp | 81.02%-51.7pp |
| Employer contribution / active EE | $565 | $1,602-64.7% | $2,653-78.7% | $2,440-76.8% |
| Participant deferral / active EE | $1,494 | $2,681-44.3% | $3,900-61.7% | $3,608-58.6% |
| Admin fee / account holder | $15 | $3,395-99.6% | $4,914-99.7% | $5,124-99.7% |