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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 | $27,226 | $73,546-63.0% | $63,018-56.8% | $147,586-81.6% |
| Participation rate | 22.7% | 77.9%-55.1pp | 74.8%-52.1pp | 82.8%-60.1pp |
| Annual return | 14.48% | 175.56%-161.1pp | 87.62%-73.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $330 | $3,324-90.1% | $2,761-88.0% | $4,876-93.2% |
| Participant deferral / active EE | $1,332 | $4,185-68.2% | $3,330-60.0% | $5,439-75.5% |
| Admin fee / account holder | $46 | $5,956-99.2% | $3,601-98.7% | $10,886-99.6% |