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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 | $15,599 | $95,580-83.7% | $76,872-79.7% | $139,466-88.8% |
| Participation rate | 33.3% | 74.0%-40.6pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 11.80% | 55.00%-43.2pp | 37.90%-26.1pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,000 | $3,145-68.2% | $2,533-60.5% | $4,754-79.0% |
| Participant deferral / active EE | $1,667 | $4,623-63.9% | $3,832-56.5% | $6,712-75.2% |
| Admin fee / account holder | $76 | $8,302-99.1% | $5,476-98.6% | $11,409-99.3% |