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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 | $13,387 | $109,967-87.8% | $97,197-86.2% | $145,877-90.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 15.57% | 244.27%-228.7pp | 75.47%-59.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $770 | $3,077-75.0% | $2,723-71.7% | $4,663-83.5% |
| Participant deferral / active EE | $1,136 | $4,676-75.7% | $4,263-73.4% | $6,691-83.0% |
| Admin fee / account holder | $18 | $6,199-99.7% | $5,637-99.7% | $13,402-99.9% |