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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 | $15,805 | $101,618-84.4% | $93,063-83.0% | $137,256-88.5% |
| Participation rate | 20.0% | 74.9%-54.9pp | 72.1%-52.1pp | 80.0%-60.0pp |
| Annual return | 27.27% | 223.95%-196.7pp | 34.15%-6.9pp | 220.34%-193.1pp |
| Employer contribution / active EE | $297 | $2,707-89.0% | $2,476-88.0% | $4,156-92.9% |
| Participant deferral / active EE | $1,220 | $4,279-71.5% | $3,958-69.2% | $6,407-81.0% |
| Admin fee / account holder | $131 | $6,198-97.9% | $6,033-97.8% | $12,270-98.9% |