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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 | $83,908 | $105,200-20.2% | $159,474-47.4% | $85,847-2.3% |
| Participation rate | 41.4% | 75.8%-34.4pp | 82.8%-41.5pp | 69.3%-27.9pp |
| Annual return | 13.88% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $745 | $3,319-77.5% | $4,831-84.6% | $2,565-70.9% |
| Participant deferral / active EE | $3,083 | $5,946-48.2% | $7,353-58.1% | $3,952-22.0% |
| Admin fee / account holder | $22 | $6,934-99.7% | $10,802-99.8% | $6,261-99.7% |