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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 | $29,667-38.0% | $56,441-67.4% | $80,874-77.3% |
| Participation rate | 16.8% | 41.7%-24.8pp | 52.5%-35.7pp | 67.6%-50.8pp |
| Annual return | 19.41% | 35.22%-15.8pp | 1704.21%-1684.8pp | 35.62%-16.2pp |
| Employer contribution / active EE | $419 | $669-37.4% | $1,039-59.7% | $2,756-84.8% |
| Participant deferral / active EE | $705 | $1,227-42.5% | $1,953-63.9% | $4,297-83.6% |
| Admin fee / account holder | $10 | $2,429-99.6% | $2,829-99.6% | $6,935-99.8% |