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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 | $22,246 | $29,319-24.1% | $52,425-57.6% | $82,448-73.0% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 18.67% | 535.20%-516.5pp | 302.12%-283.4pp | 41.64%-23.0pp |
| Employer contribution / active EE | $360 | $586-38.7% | $914-60.7% | $2,551-85.9% |
| Participant deferral / active EE | $449 | $1,171-61.7% | $1,790-74.9% | $4,139-89.2% |
| Admin fee / account holder | $26 | $1,962-98.7% | $2,495-98.9% | $7,234-99.6% |