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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 | $58,311-67.4% | $81,882-76.8% | $80,959-76.5% |
| Participation rate | 26.4% | 63.5%-37.1pp | 72.4%-46.0pp | 67.7%-41.3pp |
| Annual return | 13.04% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $435 | $2,347-81.4% | $2,916-85.1% | $2,757-84.2% |
| Participant deferral / active EE | $926 | $3,287-71.8% | $4,323-78.6% | $4,300-78.5% |
| Admin fee / account holder | $147 | $4,752-96.9% | $7,360-98.0% | $6,925-97.9% |