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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 | $18,398 | $29,733-38.1% | $56,025-67.2% | $80,959-77.3% |
| Participation rate | 16.8% | 41.7%-24.9pp | 52.5%-35.7pp | 67.7%-50.8pp |
| Annual return | 19.41% | 35.28%-15.9pp | 1712.69%-1693.3pp | 35.67%-16.3pp |
| Employer contribution / active EE | $419 | $672-37.6% | $1,042-59.8% | $2,757-84.8% |
| Participant deferral / active EE | $705 | $1,229-42.6% | $1,955-63.9% | $4,300-83.6% |
| Admin fee / account holder | $10 | $2,434-99.6% | $2,828-99.6% | $6,925-99.8% |