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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 | $17,387 | $103,008-83.1% | $90,304-80.7% | $152,897-88.6% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 25.36% | 95.22%-69.9pp | 78.13%-52.8pp | 345.43%-320.1pp |
| Employer contribution / active EE | $760 | $3,139-75.8% | $2,855-73.4% | $4,764-84.1% |
| Participant deferral / active EE | $1,453 | $4,281-66.1% | $3,885-62.6% | $5,851-75.2% |
| Admin fee / account holder | $286 | $6,175-95.4% | $5,354-94.7% | $11,599-97.5% |