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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 | $21,230 | $118,877-82.1% | $96,570-78.0% | $167,536-87.3% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 14.59% | 50.50%-35.9pp | 37.79%-23.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $667 | $3,121-78.6% | $2,357-71.7% | $4,839-86.2% |
| Participant deferral / active EE | $3,714 | $4,617-19.6% | $3,849-3.5% | $6,342-41.4% |
| Admin fee / account holder | $20 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |