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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 | $13,167 | $56,134-76.5% | $96,171-86.3% | $85,847-84.7% |
| Participation rate | 12.3% | 56.7%-44.4pp | 68.4%-56.2pp | 69.3%-57.0pp |
| Annual return | 26.11% | 42.30%-16.2pp | 192.04%-165.9pp | 318.61%-292.5pp |
| Employer contribution / active EE | $554 | $1,620-65.8% | $2,799-80.2% | $2,565-78.4% |
| Participant deferral / active EE | $1,016 | $2,858-64.4% | $4,350-76.6% | $3,952-74.3% |
| Admin fee / account holder | $20 | $3,769-99.5% | $5,538-99.6% | $6,261-99.7% |