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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 | $12,093 | $77,416-84.4% | $69,464-82.6% | $152,897-92.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 29.05% | 39.08%-10.0pp | 28.98%+0.1pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,280 | $3,315-61.4% | $2,779-54.0% | $4,764-73.1% |
| Participant deferral / active EE | $1,282 | $4,413-71.0% | $3,536-63.8% | $5,851-78.1% |
| Admin fee / account holder | $15 | $6,208-99.8% | $3,840-99.6% | $11,599-99.9% |