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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 | $16,720 | $102,547-83.7% | $78,210-78.6% | $147,586-88.7% |
| Participation rate | 59.1% | 74.4%-15.3pp | 68.7%-9.6pp | 82.8%-23.7pp |
| Annual return | 14.64% | 51.08%-36.4pp | 40.90%-26.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $149 | $2,617-94.3% | $2,034-92.7% | $4,876-96.9% |
| Participant deferral / active EE | $1,643 | $3,481-52.8% | $2,823-41.8% | $5,439-69.8% |
| Admin fee / account holder | $222 | $5,059-95.6% | $3,758-94.1% | $10,886-98.0% |