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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 | $15,256 | $55,437-72.5% | $155,534-90.2% | $74,459-79.5% |
| Participation rate | 44.3% | 61.9%-17.5pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 17.39% | 269.58%-252.2pp | 64.92%-47.5pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $603 | $2,266-73.4% | $4,675-87.1% | $2,626-77.0% |
| Participant deferral / active EE | $2,010 | $2,837-29.2% | $5,630-64.3% | $4,350-53.8% |
| Admin fee / account holder | $214 | $1,742-87.7% | $15,900-98.7% | $1,945-89.0% |