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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 | $45,327 | $176,402-74.3% | $134,162-66.2% | $158,966-71.5% |
| Participation rate | 20.0% | 78.7%-58.7pp | 72.2%-52.2pp | 82.0%-62.0pp |
| Annual return | 19.08% | 63.66%-44.6pp | 36.35%-17.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $613 | $5,042-87.8% | $3,705-83.5% | $4,762-87.1% |
| Participant deferral / active EE | $715 | $4,093-82.5% | $3,500-79.6% | $5,983-88.0% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |