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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 | $21,093 | $60,139-64.9% | $90,461-76.7% | $79,856-73.6% |
| Participation rate | 31.4% | 65.0%-33.6pp | 72.7%-41.3pp | 69.6%-38.2pp |
| Annual return | 12.39% | 71.96%-59.6pp | 1294.76%-1282.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $392 | $2,069-81.0% | $3,264-88.0% | $2,471-84.1% |
| Participant deferral / active EE | $814 | $2,939-72.3% | $3,964-79.5% | $3,741-78.2% |
| Admin fee / account holder | $229 | $3,978-94.3% | $5,617-95.9% | $5,306-95.7% |