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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 | $25,508 | $176,402-85.5% | $134,162-81.0% | $158,982-84.0% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 12.95% | 63.66%-50.7pp | 36.35%-23.4pp | 302.99%-290.0pp |
| Employer contribution / active EE | $51 | $5,042-99.0% | $3,705-98.6% | $4,763-98.9% |
| Participant deferral / active EE | $513 | $4,093-87.5% | $3,500-85.3% | $5,983-91.4% |
| Admin fee / account holder | $257 | $8,719-97.1% | $6,685-96.2% | $11,252-97.7% |