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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 | $13,475 | $30,732-56.2% | $59,496-77.4% | $59,633-77.4% |
| Participation rate | 15.6% | 43.2%-27.6pp | 54.6%-38.9pp | 68.7%-53.0pp |
| Annual return | 6.07% | 4.47%+1.6pp | 182.05%-176.0pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $236 | $631-62.6% | $1,153-79.5% | $2,203-89.3% |
| Participant deferral / active EE | $885 | $1,183-25.1% | $1,829-51.6% | $3,192-72.3% |
| Admin fee / account holder | $40 | $2,136-98.1% | $2,232-98.2% | $4,297-99.1% |