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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 | $18,996 | $58,258-67.4% | $81,820-76.8% | $80,925-76.5% |
| Participation rate | 26.4% | 63.5%-37.0pp | 72.4%-46.0pp | 67.7%-41.2pp |
| Annual return | 13.04% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $435 | $2,345-81.4% | $2,915-85.1% | $2,756-84.2% |
| Participant deferral / active EE | $926 | $3,284-71.8% | $4,323-78.6% | $4,299-78.5% |
| Admin fee / account holder | $147 | $4,976-97.1% | $7,391-98.0% | $6,940-97.9% |