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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 | $17,285 | $84,708-79.6% | $75,714-77.2% | $167,536-89.7% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.8%-46.3pp | 82.1%-53.5pp |
| Annual return | 16.18% | 199.62%-183.4pp | 104.62%-88.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $799 | $3,231-75.3% | $2,744-70.9% | $4,839-83.5% |
| Participant deferral / active EE | $1,172 | $4,577-74.4% | $3,820-69.3% | $6,342-81.5% |
| Admin fee / account holder | $95 | $5,358-98.2% | $3,619-97.4% | $12,315-99.2% |