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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 | $27,449 | $67,823-59.5% | $52,425-47.6% | $137,256-80.0% |
| Participation rate | 38.1% | 63.9%-25.8pp | 55.6%-17.5pp | 80.0%-41.9pp |
| Annual return | 20.06% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $393 | $1,163-66.2% | $914-57.0% | $4,156-90.6% |
| Participant deferral / active EE | $1,188 | $2,288-48.1% | $1,790-33.6% | $6,407-81.5% |
| Admin fee / account holder | $263 | $2,844-90.8% | $2,495-89.5% | $12,270-97.9% |