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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 | $17,592 | $72,071-75.6% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 15.79% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $576 | $2,788-79.3% | $2,649-78.2% | $4,156-86.1% |
| Participant deferral / active EE | $862 | $4,410-80.4% | $4,123-79.1% | $6,407-86.5% |
| Admin fee / account holder | $169 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |